Mohnish Pabrai's Boston College Presentation November 19, 2013.

00:00:00 Introduction
00:02:30 Thou Shalt Not Have An Investment Team
00:20:50 Resources for Investment Analysis
00:34:37 My Research and Investment Process
00:41:38 Reviewing the Portfolio
00:48:18 Cash Allocation in the Portfolio
01:02:28 Circle of Competence
01:04:08 Trade-off between Valuation and Growth
01:09:22 Levered Businesses
01:10:45 Investment Checklist
01:19:16 Commodity-based Businesses
01:29:56 Starting an Investment Career
01:35:32 Book Recommendations
01:40:56 Investing in Baskets of Stocks around Larger Themes
01:44:44 Learnings from my Early Years

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

свернуть