Mohnish Pabrai speaks at the HBS Investment Conference on Sunday, April 3, 2022. It’s an hour-long fireside chat moderated by an HBS professor. The Investment Conference is one of the biggest conferences arranged by HBS students each year. It is attended by 400+ students across MBA programs who have a background or interest in the investment management industry.

00:00:00 Introduction
00:04:00 Ben Graham; Warren Buffett’s teacher
00:09:50 All intelligent investing is Value Investing
00:13:26 Holding above intrinsic value
00:19:20 Micro vs. Marco in Turkish economy
00:25:05 Macro events affecting US economy
00:34:44 Investment checklist
00:39:24 Investing in Seritage
00:42:55 Shameless Cloning
00:47:50 New Fund Managers

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.