Distinguished Speaker Series

Applied Fundamental Analysis & Worldly Value Investing

Professor Arvind Navaratnam

(00:00:00) - Introduction

(00:02:41) - Compounding is the 8th wonder of world

(00:14:12) - Wilson’s Coin Operated Company

(00:22:02) - Warren’s obsession about compounding

(00:24:38) - Rule of 72

(00:32:18) - Mr. Money Mustache

(00:34:28) - Rate of compounding

(00:39:09) - Compound 26%

(00:46:22) - Mindless Cloning

(00:54:11) - Comparative advantage of a Hedge fund

(01:00:55) - Portfolio Management

(01:06:50) - Kelly formula

(01:08:59) - Thou shall not forecast recession

(01:16:23) - Best source of ideas

(01:20:11) - Market trends and Passive investing

(01:26:53) - Doing the best job as a manager

(01:33:51) - Insurance business

(01:34:51) - Entrepreneur’s Advantage

(01:37:44) - Investing in Commodity Businesses

(01:42:33) - Technology and Investment

(01:43:45) - Insights on Charlie Munger

(01:48:47) - Difference in profit and non-profit world; Dakshana Foundation

(01:52:47) - Advantage of being Part-time Investor

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 30, 2017

Chai with Pabrai