Value Investing Masterclass with NUS MBA students at NUS Business School

NUS MBA Finance Club, NUS Business School | January 19, 2022.
00:00:00 Introduction
00:02:35 Captive Finance Company
00:13:32 Funeral Business
00:22:44 Investment in IPSCO
00:26:50 High Uncertainty, Low risk; High returns
00:27:27 Silicon Valley Bank
00:34:40 Power of compounding
00:35:55 Value investing is not dead
00:38:27 Investing as treasure hunt
00:42:52 Lessons from Warren Buffett
00:45:40 Investment in Alibaba and China
00:48:20 Chuck Akre; 3-legged stool
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.

Пікірлер: 63

  • @compounding999
    @compounding9992 жыл бұрын

    Greetings from Singapore. Finally somebody here is interviewing this guy lolz. Maybe I will see u in Omaha one of these days

  • @codestrukdevs

    @codestrukdevs

    2 жыл бұрын

    Hey dude

  • @harrycheverlyinvesting7737
    @harrycheverlyinvesting77372 жыл бұрын

    Heads I win, tails I don’t lose much Monish back with his timeless stories!

  • @ealexeev
    @ealexeev2 жыл бұрын

    Thank you, mr. Pabrai for all your knowledge you share with us!

  • @dependra7
    @dependra72 жыл бұрын

    Thank you for sharing your wisdom, priceless!

  • @kingkabeerofficial7681
    @kingkabeerofficial76812 жыл бұрын

    What amazing clarity of thought you got sir. Superb watch

  • @sureshnishtala2887
    @sureshnishtala28872 жыл бұрын

    Always very deep insights from Mohnish .....loved the way he picked the IPSCO and Silicon valley Bank .. thanks Mohnish for providing very deep insights..

  • @martinescobar4415
    @martinescobar44152 жыл бұрын

    Dear Mohnish thank you so much for all your wisdom and encouragement to have a business mindset! All the best!

  • @gadgalleto5906

    @gadgalleto5906

    2 жыл бұрын

    kzread.info/dash/bejne/jGGcz7V6gq7JhrQ.html

  • @achillemonnet3972
    @achillemonnet39722 жыл бұрын

    You are DA MAN Mohnish! Thank you

  • @lyusinator
    @lyusinator2 жыл бұрын

    Mr. Pabrai, you`re quoting the GOAT Warren every time when someone asks about the death of value investing. I would like to hear the shoutout when you do this, Mr. Buffet deserves that.

  • @spp7479
    @spp74792 жыл бұрын

    I think I am getting spoilt with so many great videos!

  • @QuangNguyen-pq6oh
    @QuangNguyen-pq6oh2 жыл бұрын

    Thank You!!

  • @marcoaraujo4771
    @marcoaraujo47712 жыл бұрын

    What a Time to be Alive!!!!

  • @ConvergenceTrader
    @ConvergenceTrader2 жыл бұрын

    Love from Bihar , India❤

  • @inertiaforce7846
    @inertiaforce7846 Жыл бұрын

    Bought 40 shares of Amazon in October 2001 at $10.74 per share. The total investment was some $420 or $450 with commissions something like that. Held it until February 2018 when it was 345 times earnings and I had a 13,800% gain. Decided it was too overvalued and sold 39 out of the 40 shares at $1,425 per share, keeping one share. Proceeds from the sale were some $58,000. I am now kicking myself that I ever sold it. Never would have thought you should still hold at 345x earnings.

  • @ghalibkhan80
    @ghalibkhan802 жыл бұрын

    man mohnish can tell some really amazing stories. he should be a university professor

  • @Aniket.T
    @Aniket.T2 жыл бұрын

    The chuck Akre strategy is very similar to that of Saurabh mukherjea!

  • @bakenskiy
    @bakenskiy2 жыл бұрын

    Excellent session, I admire your structured, simple and yet genius ideas!

  • @noahpretty1823
    @noahpretty18232 жыл бұрын

    Always a pleasure sir

  • @Vapor2062002
    @Vapor206200210 ай бұрын

    37:50 great line, great compounders

  • @mdmosiurrahman2526
    @mdmosiurrahman25262 жыл бұрын

    Hi...Sir MISHU from Bangladesh....Thanks

  • @vivekshivdasani9521
    @vivekshivdasani95212 жыл бұрын

    monthly payments are the cornerstone of everything in the automobile business.

  • @legendgamerbrosyt
    @legendgamerbrosyt2 жыл бұрын

    Thank you sir 😊😊

  • @vivekshivdasani9521
    @vivekshivdasani95212 жыл бұрын

    I made 5 x in Bajaj Finance before I sold out their shares. Some years later I again bought them and again made another 5 x. Again I sold the shares. These two actions cost me dearly. They are the biggest two mistakes in my investing career. Had I just held on to them from the start I would have made 600 times my original investment. P.S. Bajaj Finance was the captive finance arm of Bajaj Auto.

  • @maddysydney

    @maddysydney

    Жыл бұрын

    Good lesson. I believe successes can also teach a lot of good lessons, not just the failures

  • @rajdeepbhoi
    @rajdeepbhoi2 жыл бұрын

    GOLD CONTENT

  • @darshanjain8458
    @darshanjain84582 жыл бұрын

    Happy new year

  • @harishbhatt2441
    @harishbhatt24412 жыл бұрын

    Love you mohnish sir 🙏 ❤️ Really you are God

  • @supersonicej
    @supersonicej2 жыл бұрын

    Thank you Mohnish

  • @shashanktiwari2972
    @shashanktiwari29722 жыл бұрын

    Nice...

  • @-rb_1
    @-rb_12 жыл бұрын

    Thanks

  • @iggyignatius
    @iggyignatius2 жыл бұрын

    How can we join your investment group?

  • @yolandacabrera4687

    @yolandacabrera4687

    2 жыл бұрын

    Expert Edward is the best I have recovered my losses since I started trading with him

  • @pranav04.
    @pranav04.2 жыл бұрын

    26:20 priceless smile from him🥰

  • @ims7865
    @ims78652 жыл бұрын

    Curiously, Akre owns Mastercard:))) Even though is not a 3 leg stool

  • @mdmosiurrahman2526
    @mdmosiurrahman25262 жыл бұрын

    Sir,This type program arranged from Bangladesh...If you Permitted...Thanks

  • @JohnWu
    @JohnWu2 жыл бұрын

    Dear Mohnish, I have thoroughly enjoyed your videos on fundamental investing and used your methodologies in my personal investment portfolio. I am an MBA student at Webster University in Vienna. I would like to ask you if you are so kind as to also give us a Q&A session. We would be so thrilled to e-meet you and talk to you! Please do let me know.

  • @shivamkumarsingh8341

    @shivamkumarsingh8341

    2 жыл бұрын

    @Mohnish P ➕⑨①⑨②⓪⑨①④③⓪①⓪ why do you still invested in fiat if they have not proper financial backup?? May I know sir?

  • @MickeyMekhael
    @MickeyMekhael2 жыл бұрын

    👍

  • @Monopolist91
    @Monopolist912 жыл бұрын

    SVB has compounded at 29% p.a. from 99-21. wow

  • @NOXkaz

    @NOXkaz

    6 ай бұрын

    then went to 0

  • @anshumansinghpatel3551
    @anshumansinghpatel35512 жыл бұрын

    Hi, sir😀

  • @syedarmaghanhassan4652
    @syedarmaghanhassan46522 жыл бұрын

    31:34 Which warrants is Mohnish Talking about?

  • @darshanjain8458
    @darshanjain84582 жыл бұрын

    Hi , Mr Pabrai

  • @nnnooo555
    @nnnooo5552 жыл бұрын

    Monish don't you think Target could be a 10 bagger?

  • @financialwisdom432
    @financialwisdom4322 жыл бұрын

    What do you think FB? I bet you are buying FB like crazy ;)

  • @syedarmaghanhassan4652
    @syedarmaghanhassan46522 жыл бұрын

    Can Europeans invest in Mohnish's Fund?

  • @markpatel7198
    @markpatel71982 жыл бұрын

    Best brokerage account for foreign investment for US person?

  • @whatp-vw6kv

    @whatp-vw6kv

    2 жыл бұрын

    You gain strength, for more knowledge and experience skills and understand Text me 💌

  • @sanvika8489
    @sanvika84892 жыл бұрын

    Why Nit available in hindi language

  • @user-yp3pm7do7v
    @user-yp3pm7do7v2 жыл бұрын

    Thanks for the comment and support for exclusive knowledge on building personal, investment and generational wealth Leave a note on my personal BROKER 💬

  • @jfkgoodfren3470
    @jfkgoodfren34702 жыл бұрын

    No chance for questuons from the girls?

  • @Garce227
    @Garce2272 жыл бұрын

    😂 Funeral Industry

  • @ReflectionOcean
    @ReflectionOcean6 ай бұрын

    1. Value-focused investment philosophy - 0:33 2. Fee structure inspired by Buffett - 0:45 3. Expanding investment circle of competence - 2:00 4. Insights on captive finance companies and their advantages - 4:05 5. Investment in Fiat Chrysler and lessons learned - 8:29 6. The low failure rate and profitability of funeral homes - 13:35 7. The investment in Ipsco and the concept of uncertainty vs. risk - 22:45 8. Investment in Silicon Valley Bank and the value of warrants - 27:28 9. Approach to investing: anomalies and bottom-up strategy - 34:01

  • @101prabhakar
    @101prabhakar2 жыл бұрын

    Hai sir

  • @MrExZacktly
    @MrExZacktly Жыл бұрын

    The Silicon valley comments really don't age well

  • @FanOfSkribbly
    @FanOfSkribbly2 жыл бұрын

    Ethics behind investing in any Chinese company: Considering the control the CCP has, we are essentially supporting the CCP, are we not?

  • @BuffetMunger

    @BuffetMunger

    2 жыл бұрын

    Are you supporting Joe Biden if you invest in Apple?

  • @damssen3234
    @damssen32342 жыл бұрын

    good stuff but it would have been a little more polite to let one of the girls ask a question as well.

  • @SILENCEINTHESOULS
    @SILENCEINTHESOULS2 жыл бұрын

    Race regarding ? Sir, you already know, in India, White/fair skin Indians too identify as brown race Some of white race mis labelled them of white race on base of stupid and HYPOCRITICAl logic of skin tone decides race. So that's one thing but now, they have mislabelled you too of white race And I was like bruh he literally has light brown skin tone They said yes even white race too have light brown skin tone And I said But white race have light brown skin tone because of tanning While brown race like you have light brown skin tone is naturally and hence it's different I wanted to know what race you identify as

  • @brisingr318
    @brisingr3182 жыл бұрын

    Thanks

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