Mohnish Pabrai Lecture at Peking University (Guanghua School of Mgmt) - Oct 14, 2016

Prof. Jiang Guohua's Value Investing Course

"The Quest for 10-100 Baggers"

00:00:00 Introduction
00:02:24 My Investing Journey
00:08:30 Investments in India
00:18:50 Framework on holding vs. selling
00:20:25 1st type of 100 baggers – Moody, Visa etc.
00:26:49 2nd type of 100 baggers – Amazon, Costco etc
00:28:04 3rd type of 100 baggers – IPSCO, Fiat etc
00:29:15 IPSCO
00:33:00 Fiat Chrysler
00:35:16 Tesoro Petroleum
00:41:40 Frontline
00:47:31 Teck Cominco
00:49:30 4th type of 100 baggers
00:55:00 5th type of 100 baggers
00:56:04 Silicon Valley Bank
01:01:16 #1 skillset for an Investor
01:05:41 Bargain Hunter
01:10:36 Shipping Industry
01:12:55 Sources for Investments
01:17:30 My Lifestyle
01:31:20 Difference between Value and Strategic Investors

The contents of this video 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.