Mohnish Pabrai Q&A at Harvard Business School Investment Conference - April 4, 2022
Mohnish Pabrai speaks at the HBS Investment Conference on Sunday, April 3, 2022. It’s an hour-long fireside chat moderated by an HBS professor. The Investment Conference is one of the biggest conferences arranged by HBS students each year. It is attended by 400+ students across MBA programs who have a background or interest in the investment management industry.
(00:00:00) - Introduction
(00:04:12) - Ben Graham; Warren Buffett’s teacher
(00:10:10) - All intelligent investing is Value Investing
(00:13:51) - Holding above intrinsic value
(00:19:43) - Micro vs. Marco in Turkish economy
(00:25:29) - Macro events affecting US economy
(00:34:58) - Investment checklist
(00:39:46) - Investing in Seritage
(00:43:00) - Shameless Cloning
(00:47:55) - New Fund Managers
