Tag Archive

Here’s a great interview with Mohnish Pabrai and The London Business School. During the interview Pabrai discusses his stock selection process, which he says starts with getting rid of new investment opportunities for the flimsiest possible reason. Here’s an excerpt from the interview: Mohnish Pabrai: I’ll give it a shot … Read More

At his recent presentation at Trinity College in Dublin, Mohnish Pabrai explained how investors can take advantage when markets get confused between risk and uncertainty, saying: If you have a business which exhibits very high uncertainty then that business generally will get very extreme kind of valuations in a auction … Read More

Some years ago Mohnish Pabrai wrote a great piece about valuing investments called – The Yellowstone Factor. In the article Pabrai provided some great insights on the importance of not relying on absolute and precise mathematics in investing saying: “Investing is not a discipline based on absolutes or precise mathematics. There simply … Read More

One of our favorite Mohnish Pabrai articles is one he wrote called – Astronomers, Astronauts and Styles of Investing. It provides some great insights into why it’s so difficult for analysts and investment managers to calculate the future earnings of a company and make their forecasts. Here’s an excerpt from … Read More

One of the best books written on investing is The Dhando Investor, by Mohnish Pabrai. There’s one passage in the book in which Pabrai demonstrates how to calculate intrinsic value simply, and how you can use the calculation to compare prospective investments. Here’s an excerpt from the book: The advantages … Read More

Mohnish Pabrai recently did a great presentation for the 2018 Dakshana students at JNV Bengaluru Urban, Karnataka, in India. At the start of the presentation Pabrai made a recommendation to the students to read the following seven books and two websites to become a better investor: 1. The 1957 – … Read More

Mohnish Pabrai recently did a great interview with BloombergQuint, the Indian financial news organisation. While Pabrai has said many times that he’s not a fan of stop-losses, in this interview he provides a great example of how stop-losses can seriously hurt your performance. Here’s an excerpt from the interview: Pabrai: … Read More

Here’s a great interview with Mohnish Pabrai on ET Now. With regards to IPO’s Pabrai says, “The simple rule to follow is do not buy what is being sold, especially what is being sold by promoters. Just completely side step the IPO market.” In relation to individual stock investment he … Read More

100-Baggers are the holy grail of investing. These are stocks that return $100 for every $1 invested and they’re extremely rare. However, the secret to capturing your next 100-Bagger can be found in a presentation that Mohnish Pabrai did with the folks at Google earlier this year. The answer came when … Read More