Building Character, The Journey Of Investing & The Dakshana Foundation

Building Character, The Journey Of Investing & The Dakshana Foundation | Monsoon Pabrai

Рет қаралды 7,983

Күн бұрын

Monsoon Pabrai is the Managing Partner and Portfolio Manager of Drew Investment Management, Inc. She holds a B.A. in Political Science from the University of California at Berkeley, with a concentration in International Relations. Monsoon is also the Vice President of The Dakshana Foundation and has made frequent field trips to Dakshana Scholar homes over the years.
She talks to Guy about her upbringing as a child of immigrant parents in the US, as well as how the trips to India for The Dakshana Foundation shaped who she has become. Monsoon also tells how she found her way to investing and talks about some interesting stock picks in India.
Full transcript available here: aqfd.docsend.com/view/sbizf8p...
Contents:
(00:00) Memories from the Buffett Lunch
(02:52) Character Shaping Experiences
(05:23) Upbringing and Connection to India
(10:34) The Dakshana Foundation
(15:14) Monsoon’s Journey to Investing
(22:34) Investing in India
(28:49) Getting in Touch and Book Recommendations

Пікірлер: 24

@vaibhavaggarwal1910 7 күн бұрын

Great learnings with great people!!

@ruiazevedo2512 16 күн бұрын

Thanks for sharing this interview. Monsson is a very lovely person with a bright mind like her dad. I see Guy Spier a bit tired, I wish he does more walking and stay away from sugar. Have a long live Guy!

@shreyaslahoti7542 12 күн бұрын

Amazing conversation!

@Cloninginvesting 16 күн бұрын

❤❤❤❤❤🤝🤝🤝🤝🤝🤝🤝🙏🙏🙏

@loveanimals-0197 12 күн бұрын

This podcast should be called "2 bums wasting your time".

@jingojingo1 9 күн бұрын

YAH BOTH ARE WORTH 600 MILLION EACH

@loveanimals-0197 9 күн бұрын

@@jingojingo1 No, that's other people's money. And those "other people" are stupid to invest with these bums.

@jingojingo1 9 күн бұрын

@@loveanimals-0197 you think so? Then how you explain the money invested growing? Its not decreasing? Are you saying she runs a ponsy scheme?

@piyushmishra5457 7 күн бұрын

Hey Guy, you are looking a bit weak. Hope You are doing well! Best Wishes!

@jingojingo1 9 күн бұрын

IF WE PROVIDE INDIA WITH TOILETS SO PEOPLE STOP CRAPPING OUTSIDE WOULD THAT MAKE SENSE TO INVEST IN? JUST ASKING?

@sillyhead5 16 күн бұрын

Respectfully, it does look like Guy simps over Mohnish in a way that sort of guarantees that Mohnish will never truly respect him as an equal. Guy could post a decades-long record of Buffett-level returns but the way that Guy voluntarily subordinates himself in every conversation as Mohnish's inferior tells me that equality is no longer possible. You can respect someone without falling over yourself to flatter them, which is what I feel like Guy does which is too bad; I like him and he deserves better but it's hard to have sympathy for him when he's doing this to himself.

@billykhoabillykhoa7844 16 күн бұрын

It’s sad that’s the way you think

@sillyhead5 16 күн бұрын

@@billykhoabillykhoa7844 maybe you’re right and perhaps I should reflect on that. I just think Guy took the “be lavish with your praise” advice from dale carnegie and took it too far, passed the point where he’s sacrificing his own dignity. Mohnish does the same thing to Warren and charlie.

@billykhoabillykhoa7844 16 күн бұрын

@@sillyhead5 if a person is deserving of praises, I don’t see how you would lose your dignity by praising them.

@sillyhead5 16 күн бұрын

@@billykhoabillykhoa7844 I agree. I'm not against praise. I do plenty of it. I'm just saying there's a point when it becomes too much and it starts looking like you're submitting to them in a way that makes equality (of the sort that partners and friends need) impossible. That's what I'm noticing Guy Spier doing every time Mohnish's name comes up. This is just the latest example.

@nguyenquochuy4474 16 күн бұрын

IMO, I guess you are have some respect for Guy in a sense, and you dont like to see someone you respect seem to be surbodinate to the others. But I think you just too sensitive. Why Guy, or you, or me have to be care to show "leadership" somewhere or with someone, the importance is inner scorecard, do we think we do good enough ourselves? And I think Guy confident in what he has done and will do, that's good enough. Other than that, some people have conservative style, some "shy" style, some humble, some little bit "arrogant", I think all should be acceptable as long as it doesn't impact one"s rationality