Investor viewpoints

Viewpoints

Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.

13 records
Clear

Interview with The Investor’s Podcast

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai talks to Stig Brodersen, with the official summary showing highlights including the inside and outside scoreboard, metallurgical coal investing and when to sell stocks.

Inside and outside scoreboard Metallurgical coal Selling discipline Long-term holding
Interview

Q&A session with Dakshana scholars at JNV Bangalore Urban

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai's open Q&A for Dakshana students, official summary focuses on Karam Yogi mental models, deep desires, destiny, and cloning.

Mental model cloning Long-term focus Education
Public Q&A

Mental Models at Heilbrunn Center for Graham and Dodd Investing

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai lectures on mental models at Columbia Business School's Heilbrunn Center, and the official summary mentions Buffett's early entrepreneurship, habit-forming children, and the "savior" in dilemmas.

Mental model Buffett Graham-Dodd cloning BRK.B
Public speech

Mental Models for Exceptional Capital Allocation at The UNO

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai discusses capital allocation mental models at the University of Nebraska Omaha, and the official summary mentions holding great businesses, when to sell, and a strong pursuit of quality.

Capital allocation Quality Selling discipline Compound interest
Public speech

Mental Models for Running Startups and Businesses, SXSW 2026

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai discusses how Munger mental models apply to entrepreneurship and business at SXSW, and the official summary also mentions blackjack bans and mental models across professions.

Entrepreneurship Munger Probability Mental model
Public speech

Q&A Session with Dakshana Scholars at Dakshana Valley

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai Q&A with Dakshana Valley students, official summary focuses on how mental models help success, cloning, and how wishes define destiny.

cloning Education Mental model Long-term goals
Public Q&A

Q&A session with Dakshana scholars at JNV Pune

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai for JNV Pune students, the official summary mentions different mental models, concentration and rule of 72.

Compound interest rule of 72 focus Mental model
Public Q&A

Fireside chat with Ben Graham Centre

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai's fireside chat at the Ben Graham Center, official summary focuses on cloning, focus combination returns, and how Dakshana can replicate the Super 30 model.

cloning Concentrated investment Munger Dakshana
Public Q&A

Session with Nisaba Godrej & Omar Momin and Dakshana Scholars

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai speaks with Nisaba Godrej, Omar Momin, and Dakshana student, official summary focuses on medical innovation, educational opportunities, and giving back to society.

Education Public welfare Medical innovation Social capital allocation
Public Q&A

Interview session at The Diary of a CEO

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai was interviewed by The Diary of a CEO, and the official summary mentions mental models, decision-making, entrepreneurial principles, and investment rules.

Mental model Entrepreneurship Investment Rules Decision
Interview

The Ten Commandments of Investment Management

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai's classic speech at Morningstar India systematically talked about the ten principles of investment management, including no fixed management fees, small teams, accepting error rates and looking for extreme misprices.

Investment Management Incentive Wrong price Classic
Public speech

Lecture at Peking University Guanghua School of Management

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai's classic long lecture at Peking University Guanghua School of Management revolved around Dhandho, cloning, low risk and high uncertainty, and learning from Buffett/Munger.

Dhandho cloning Low risk, high uncertainty Classic BRK.B
Public speech

Lecture at Boston College Carroll School of Management

Pabrai Investment Funds / Dalal Street · Mohnish Pabrai

Pabrai's classic student lectures at Boston College have long been used as an introduction to understanding his Dhandho, Buffett/Munger learning paths and models of investment behavior.

Dhandho Buffett Munger Classic BRK.B
Public speech