Author Topic: New Mohnish Pabrai talk at Google  (Read 6783 times)

stahleyp

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Re: New Mohnish Pabrai talk at Google
« Reply #10 on: June 26, 2017, 06:52:56 AM »
around the 1:10 (hour and 10 minutes) mark he mentions "Preimal?" something like that. anyone know exactly what he said?
Paul


wisdom

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Re: New Mohnish Pabrai talk at Google
« Reply #11 on: June 26, 2017, 09:02:57 AM »
Piramal -

https://en.wikipedia.org/wiki/Piramal_Group

In particular, he was referring to Ajay Piramal - https://en.wikipedia.org/wiki/Ajay_Piramal
 

stahleyp

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Re: New Mohnish Pabrai talk at Google
« Reply #12 on: June 26, 2017, 09:36:03 AM »
thanks wisdom. I appreciate it!
Paul

John Hjorth

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Re: New Mohnish Pabrai talk at Google
« Reply #13 on: November 09, 2019, 09:47:56 AM »
Mohnish Pabrai: "Intensive Stock Research Can Be Injurious to Financial Health" | Talks at Google

Pabrai talks about commitment and consistency bias and how to be a better investor by avoiding it, with some tricks to do so, among them, ~"be fluent in the counter-thesis", and have some quick filters to avoid committing time to theses that aren't obvious.

Says Korea is cheap again. At the end gives a "treasure hunt" for a current position he's building in a "tire-related" company in Korea trading at 3x trailing earnings.

I'm bumping pau_'s topic up by quoting here, based on the recent discussion going on in the EAF - Graftech topic.

Today is an Onslow Day for me. I feel a bit worn out, I'm tired, with no energy for doing real investment related work, nor even ability to concentrate or to focus on some reading, because the last few weeks has been hectic for me with other IRL stuff than investing.

So based on some tweet that I stumbled upon, I ended up listening to Mr. Pabrai at this Google Talks session. To me personally, Mr. Pabrai's approach to investing and modus operandi appears consistent, after enjoying the video this afternoon [my local time].

- - - o 0 o - - -

On another note - and off topic - some weeks ago, I was in a weekend in a similar state of mind, where I studied what Mr. Pabrai and his wife Harina Kapoor are pulling off at The Dakshana Foundation. This is to me just soo fantastic! - Absolutely great couple!
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai