FINSEC Dialog Conversation with Mohnish Pabrai
Session with Sandeep Parekh 1st June 2022
(00:00:00) - Introduction
(00:01:37) - The Dakshana Story
(00:06:52) - High risk and high return in philanthropy
(00:09:00) - Cloning the Super 30 model
(00:12:24) - Effect of macro & micro on investing
(00:14:53) - The Dot Com Bubble of 1999-2000
(00:21:24) - Funeral businesses are amazing
(00:27:05) - Shameless Cloning
(00:32:50) - Mis-priced assets
(00:40:19) - Sold too soon! Wise too late!
(00:52:36) - The Power of compounding
(01:04:35) - Investing in India
(01:08:19) - Ben Graham Net Nets
