Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014

(00:00:00) - Introduction

(00:00:50) - Pabrai Funds, Dhandho and Dakshana: Cloning 101

(00:09:16) - Insurance companies and float investments

(00:13:02) - Buying farmlands in Iowa – negotiated transactions

(00:17:44) - Auction driven markets: Park Electrochemical Corp

(00:20:35) - Auction driven markets: Premier Gold Mines

(00:21:54) - Auction driven markets: Communication Design International

(00:25:32) - Service Corp

(00:29:23) - Lunch with Warren Buffett

(00:31:50) - Rick Guerin

(00:35:50) - Inner scorecard

(00:37:43) - David Hawkins: Power vs. Force

(00:44:44) - How to cultivate patience

(00:48:19) - Running a hedge fund

(00:51:25) - My reading preferences

(00:53:10) - Investment models

(00:58:00) - Silicon Valley Bank

(01:02:41) - CMGI

(01:05:54) - Circle of competence

(01:09:28) - Common mistakes investors make

(01:12:43) - Valuing private businesses

(01:15:53) - Arlington Capital Management: Allan Mecham

(01:21:54) - Jammu & Kashmir Bank

(01:33:01) - Sears

Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014

Chai with Pabrai