Mohnish Pabrai’s Presentation and Q&A at the Boston College on October 9, 2014
00:00:00 Introduction
00:00:36 Pabrai Funds, Dhandho and Dakshana: Cloning 101
00:09:04 Insurance companies and float investments
00:12:50 Buying farmlands in Iowa – negotiated transactions
00:17:30 Auction driven markets: Park Electrochemical Corp
00:20:21 Auction driven markets: Premier Gold Mines
00:21:41 Auction driven markets: Communication Design International
00:25:21 Service Corp
00:29:11 Lunch with Warren Buffett
00:31:38 Rick Guerin
00:35:37 Inner scorecard
00:37:33 David Hawkins: Power vs. Force
00:44:30 How to cultivate patience
00:48:05 Running a hedge fund
00:51:16 My reading preferences
00:52:59 Investment models
00:57:48 Silicon Valley Bank
01:02:29 CMGI
01:05:42 Circle of competence
01:09:17 Common mistakes investors make
01:12:33 Valuing private businesses
01:15:41 Arlington Capital Management: Allan Mecham
01:21:45 Jammu & Kashmir Bank
01:32:47 Sears
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