Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam 00:00:00 Introduction 00:00:50 The Quest for 10 to 100 Baggars 00:08:00 Investment in Satyam Computers 00:15:37 Blue Dart 00:18:40 Kotak Mahindra Bank 00:20:06 CMGI 00:28:45 1st type of 100 baggers – Moody, Coca-Cola, Visa etc. 00:42:48 2nd type of 100 baggers – Amazon, Costco etc 00:46:00 3rd type of 100 baggers – IPSCO, Fiat etc 01:02:00 Tesoro Petroleum 01:09:10 Frontline 01:22:00 Teck Cominco 01:26:16 4th type of 100 baggers 01:32:50 5th type of 100 baggers – Silicon Valley Bank 01:47:00 Frontline 2.0 01:57:51 Circle of Competence 02:04:31 Your inner calling 02:17:53 There is no suffering in this world 02:20:20 Value is its own catalyst 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.