An interview with value investor Mohnish Pabrai. In this interview, Mohnish discusses this thought process for investing in stocks and real estate. Mohnish also gives his thought on cryptocurrencies.
Video Segments: 0:00 Introduction 1:24 Don’t buy stocks/ Circle of competence 6:11 Stop losses in fundamental investing 11:40 The stock needs to scream buy me 12:50 Where are opportunities in the market? 14:20 Are you looking for growth opportunities in India? 16:13 How do you decide a compounder has reached its value? 19:12 When you buy you do not know it is a 100 bagger? 19:35 Rain industries example? 24:26 Rationale for buying real estate? 31:33 Is this a multi year opportunity? 31:49 2018? 33:54 Pockets of interest in India? 35:59 Interesting article you recently read? 37:07 Thoughts on cryptocurrencies?