Mohnish Pabrai's session with EO Gurgaon on January 10, 2023

00:00:00 Introduction
00:04:10 I'm a better investor because I'm a businessman. I'm a better businessman because I'm an investor
00:04:55 Capitalism is creative destruction
00:08:35 Earnings reinvestment framework
00:10:53 The importance of Spawning
00:13:02 Control is overrated
00:16:45 From entrepreneur to investor
00:33:26 Patel Motel Dhandho
00:40:37 Book: Roy Thomson of Fleet Street; Trilogy
00:41:28 Reysas
00:50:13 Investment Shortcuts; cloning
00:52:30 IIFL Wealth Management; Kotak
00:53:56 The S&P 500 is a great choice
00:57:49 Rakesh Jhunjhunwala
00:59:30 Poor Charlie’s Almanack
01:07:34 Mohnish’s Owners Manual by Jack Skeen (JackSkeen.com)


The contents of this transcript 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.