Mohnish Pabrai finds a well-researched stock idea, then gives himself 30 minutes to find a reason to drop it, followed by a 200-question checklist where 40 to 50 questions are about debt. Learn how he separates risk from uncertainty, why he wants his money back in 2 to 4 years, and why his biggest mistake was selling a winner too early.
Chapters
(0:00) Extreme Unreasonableness
(0:37) Three Checks to Discard Fast
(1:18) Extreme Unreasonableness
(1:57) Fishing Where the Fish Are
(3:19) Three Checks to Discard Fast
(4:00) The 200-Question Checklist
(5:38) The 700-Year Moat
(8:28) Reysas and the Tomato Arbitrage
(9:06) The Danger of the Pitch
(10:05) Outlier Managers: Energy and Creativity
(11:03) Reysas and the Tomato Arbitrage
(13:33) How Fast Is My Money Back
(14:58) IPSCO and Consol Energy
(18:06) Low Risk, High Uncertainty
(18:47) Power Laws and the 10% Rule
(19:31) Selling Ferrari Too Early
(20:10) The Philosophy of Enough
(21:09) Low Risk, High Uncertainty
(21:28) Apps and Research Tools
(21:47) Get the free apps
DeepValues toolkit
• DeepValues for iOS, intrinsic value and margin of safety for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608
• Is the market overvalued? Track it with Buffett Indicator (iOS): https://apps.apple.com/us/app/buffett-indicator/id6747404614
• The same market gauge on Android, Bubble Watch: https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor
• Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=mohnish_pabrai_s_30_minute_stock_destruc
• Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=mohnish_pabrai_s_30_minute_stock_destruc
• Developer API for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=mohnish_pabrai_s_30_minute_stock_destruc
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
• This episode on YouTube: https://youtu.be/27mUf1sMLGM
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Podcast (Deep Values): Spotify https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9 · Apple Podcasts https://podcasts.apple.com/us/podcast/id1811057697
