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ET Now Interview with Guy Spier over Chai and Vada Pav

11/21/2018

6 Comments

 
I enjoyed being interviewed by ET Now at their office in Mumbai with Guy Spier. We discussed the recent decline in the Indian stock market and housing finance companies, and the problems associated with investing in levered financial institutions. We also discussed why it is important to concentrate on the value of the business and not its stock price. And we did this over some delicious Chai and Vada Pav!
 
Enjoy!
 
https://www.youtube.com/watch?time_continue=17&v=OTvzQR9KKT8
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6 Comments
EIG Hosting Companies link
11/22/2018 01:58:56 pm

Great talk. Classic Mohnish & Spier. Loved their attitude and a bit different mentality.

Reply
Siva
11/29/2018 08:39:44 pm

Why did you sell off Repco? What changed?

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Siva
11/29/2018 08:40:29 pm

Why did you sell off Repco? What changed?

Posted in the wrong place earlier

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1/21/2019 12:29:53 pm

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How to Pick a Forex Signal Provider link
1/25/2019 10:09:01 am

This is a great motivating content.I am fairly much happy with your great work.You put really very information.

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Axel link
2/6/2019 08:02:12 am

Very much enjoyed the talk! It's great that you give so much of your deep knowledge away and help educate "start-up" value investors like me!

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    Mohnish Pabrai

    Mohnish Pabrai is the founder and Managing Partner of the
    Pabrai Investments Funds, the founder and CEO of
    Dhandho Funds, and the author of The Dhandho Investor and Mosaic. 

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