Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017
Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value Investing
Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:02:41) - Compounding is the 8th wonder of world
(00:14:12) - Wilson’s Coin Operated Company
(00:22:02) - Warren’s obsession about compounding
(00:24:38) - Rule of 72
(00:32:18) - Mr. Money Mustache
(00:34:28) - Rate of compounding
(00:39:09) - Compound 26%
(00:46:22) - Mindless Cloning
(00:54:11) - Comparative advantage of a Hedge fund
(01:00:55) - Portfolio Management
(01:06:50) - Kelly formula
(01:08:59) - Thou shall not forecast recession
(01:16:23) - Best source of ideas
(01:20:11) - Market trends and Passive investing
(01:26:53) - Doing the best job as a manager
(01:33:51) - Insurance business
(01:34:51) - Entrepreneur’s Advantage
(01:37:44) - Investing in Commodity Businesses
(01:42:33) - Technology and Investment
(01:43:45) - Insights on Charlie Munger
(01:48:47) - Difference in profit and non-profit world; Dakshana Foundation
(01:52:47) - Advantage of being Part-time Investor
