ET Now Interview with Guy Spier over Chai and Vada Pav - Chai with Pabrai

ET Now Interview with Guy Spier over Chai and Vada Pav

11/21/2018

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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11/22/2018 01:58:56 pm

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

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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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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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