Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam 00:00:00 Introduction 00:02:05 GrafTech 00:19:30 Quality compounders 00:38:44 Heads I win, tails I don’t lose much 00:48:35 Passionate about investing 00:52:07 Past mistakes 01:02:40 Finding right balance 01:09:30 Why should it be easy to get rich? 01:14:50 Quality of management team 01:25:16 Investing in Turkey 01:33:40 Balancing price and business quality 01:37:34 Expanding circle of competence 01:43:53 Portfolio vs. new opportunities 01:51:25 Book recommendation 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.