On February 15, 2012, Mohnish Pabrai gave a presentation at the The Ben Graham Centre for Value Investing (Richard Ivey School of Business, University of Western Ontario). This presentation is in the form of a video conference and isn't the highest visual quality, but it is still is a gem for any value investor.
If you aren't aware of Pabrai and his track record, his bio is as follows:
Mr. Pabrai is the Managing Partner of the Pabrai Investment Funds. Since inception in 1999 with $1 Million in assets under management, the Pabrai Funds have grown to $600 Million in assets under management in 2011. The funds invest in public equities utilizing the Munger/Buffett Focused Value investing approach. A $100,000 investment in Pabrai Funds at inception in 1999 would have been worth $809,800 as of March 31, 2011 – an annualized gain of 19.5% (versus 3.3% for the Dow).
Mr. Pabrai has been profiled by Forbes and Barron’s and appeared frequently on CNN, PBS, CNBC, Bloomberg TV and Bloomberg Radio. He has been quoted by various leading newspapers including USA Today, The Wall Street Journal, The Financial Times, The Economic Times and The Times of India. He is the author of two books on value investing, The Dhandho Investor and Mosaic: Perspectives on Investing. The Dhandho Investor has been translated into German, Chinese, Japanese and Thai. Mohnish was the Founder/CEO of TransTech, Inc. - an IT Consulting and Systems Integration company, which was founded in 1990 and sold in 2000. TransTech was recognized as an Inc. 500 company in 1996. Mohnish is the winner of the 1999 KPMG Illinois High Tech Entrepreneur award given by KPMG, The State of Illinois, and The City of Chicago. He is an active Member of the Young President's Organization (YPO). He is also the Founder and Chairman of the Dakshana Foundation (www.dakshana.org) which has sent over 200 impoverished kids to the IITs in India so far. Mohnish strongly believes in a balanced life between work, family, and personal time.
Full Disclosure: None
