Mohnish Pabrai gave a presentation at the Indian School of Business Hyderabad earlier in July. The lengthy presentation (about 100 minutes long) is now all on video so make sure to check it out, also read Mohnish’s book, The Dhandho Investor: The Low – Risk Value Method to High Returns

mohnish pabrai

The fund manager he talks to periodically (based on Charlie Munger’s advice) is Guy Spier.

Full Mohnish Pabrai video below

H/T Corner of Berkshire and Fairfax