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@laviutube 7 ай бұрын
That was a great talk
@Barkotina Жыл бұрын
Amazing interview 🎉
@ghalibkhan80 2 жыл бұрын
Great stuff
@fongstar 2 жыл бұрын
Very good
@briantaylor15 2 жыл бұрын
Excellent and interesting interview. Thank you both! And, I believe the story Mr. Spier might be referring to around minute 40 could be the life and career of Richard Rainwater.
@JustInvestToday 2 жыл бұрын
Guy Spier at it again!
@BradKaellner 2 жыл бұрын
I love that valley of despair concept! Most investors [subconsciously] look for reasons to like a new idea, because they really want to find the next 10-100 bagger. Better to try as hard as we can to kill it. The few that survive the valley of despair have real potential.
@petecheng1 2 жыл бұрын
Charles Bobrinskoy is amazing
@petermunger1489 2 жыл бұрын
Itai your questions are always great! Way better than of CNBC journalists…
@AdamJMeadTheOraclesClassroom 2 жыл бұрын
Nice video, and great work bringing the world these interviews!
@sujeetpandey7767 2 жыл бұрын
Learned a lot thanx...
@varunjain5789 2 жыл бұрын
Excellent...had to make notes !!!
@varunjain5789 2 жыл бұрын
Wonderful..
@milmac5052 2 жыл бұрын
Most informative presentation so far that I have watched and I have watched too many so far. This is a GEM. Thanks a million to Mr. Van Den Berg for that this is going to change my life and fortune!
@rajeshrangaswamy2879 2 жыл бұрын
I own IEX
@nthomp00 2 жыл бұрын
As a fellow finance major in college, no words can do justice to how impressive a feat this channel is. Great job securing these great guests.
@ghalibkhan80 2 жыл бұрын
forget investing, the first half hour of this talk is full of life lessons
@paurushsharma3460 2 жыл бұрын
This is a wonderful channel.
@b.r.8528 2 жыл бұрын
Such a pleasure to hear Mr. Pzena speak. I love how he simplifies how to analyze entire companies and industries.
@vijujoseph3438 2 жыл бұрын
Well done Itai (and the others) who helped you with the questions. Finally a breath of fresh air there. To all the others out there in the waiting list, please learn from this video how to put up a list of interesting questions.
@BrownUniversityValueInvesting 2 жыл бұрын
Recommended Book List From Mr. Van Den Berg: kzfaq.info?event=video_description&redir_token=QUFFLUhqbWk5ZGdIM1ZPOGg1WGEwTFY0b0FxS3FaaDl2UXxBQ3Jtc0trM2RMOVY0OUxjVS1fOUJ1X1llWXppamJleGNoeXcweVRreDFIUUVtN0U4WE1Ycmd1d19WdkN5SmlaOUQzQ1ZmQ2s3aC00akljclpoMTlfR2l5UFRHZlVaNmRQbnhycmlvVTVBYlRpUTRKNWpoZlBxSQ&q=https%3A%2F%2Fdrive.google.com%2Ffile%2Fd%2F1zEJSyvl0S1Uc7bbzra1CN04R0D9rf-OG%2Fview%3Fusp%3Dsharing
@nareshwg 2 жыл бұрын
Really enjoyed such pearls of wisdom from the Dhandho Investor.. Thanks for this ! =)
@nikunj150188 2 жыл бұрын
It was a great session . Thanks
@chalapathikumaryarlagadda 2 жыл бұрын
Excellent 👏👏👏
@petersanchez5385 2 жыл бұрын
I was honored to meet Arnold at an event put on by Fairfax Financial. He's a wonderful man who was very gracious in letting a fan boy like me take a photo with him and gave me a book of his favorite quotes and wrote a nice inscription for me. A true gentleman.
@KubazTKDLBL 2 жыл бұрын
Thanks for sharing.
@beep149 3 жыл бұрын
Good questions. Mohnish did say several times that he would be comfortable talking about companies (theses) once he no longer holds them. Why not dig into those? I believe there is sea of learning underneath those!
@thewarrenbuffettspreadsheet 3 жыл бұрын
I agree. Thats where the learning happens IMO
@thewarrenbuffettspreadsheet 3 жыл бұрын
I like the interviews. I wish he could made talk more about the stocks that he recently sold and tell us what his thesis was and where he did wrong/right etc.. interesting that he is against quantitative stock screens, but still mention looking through the moodys manual. Why not just use a stock screener?
@aljumaili 2 жыл бұрын
Did he say that he bought Tencent this year? He has mentioned it several times in a few interviews
@thewarrenbuffettspreadsheet 2 жыл бұрын
@@aljumaili Don't think so. But he talks about Naspers shares in Tencent which is not reflected in Naspers share price
@RavindraSingh-xn4wd 3 жыл бұрын
Wonderfull talk thank you so much for coducting this.
@vianneyvangoethem591 3 жыл бұрын
So, he bought Tencent :)
@cricbuzz1123 2 жыл бұрын
Looks like he did
@vijujoseph3438 2 жыл бұрын
Nothing new there, in one of the previous videos, he already mentioned the best way to own Tencent is through Naspers/Prosus because of the heavy discount to NAV.
@BradKaellner 3 жыл бұрын
Hmmm, I have some work to do
@thewarrenbuffettspreadsheet 3 жыл бұрын
What do you mean?
@BradKaellner 3 жыл бұрын
@@thewarrenbuffettspreadsheet This vacation has put me 3 Q&As behind!
@thewarrenbuffettspreadsheet 3 жыл бұрын
@@BradKaellner I know it's a part time job to keep up with all the content 😉
@beep149 3 жыл бұрын
Brad, he still owns IEX!
@BradKaellner 3 жыл бұрын
@@beep149 I see that Guy Spier owns around $25m but Pabrai’s holding is not disclosed
@varunjain5789 3 жыл бұрын
So good to see the questioner ask intelligent questions by doing his homework..
@brucola1427 3 жыл бұрын
I agree and i would ask, to whoever is going to inteview him in the future, to do the same! It's such an honour to learn from him, don't waste the opportunity by asking the same questions over and over again
@zaphod5536 3 жыл бұрын
who is that blogger he follow about china ?
@RetroRanger 3 жыл бұрын
@@cjwilso i think so too!
@clintonrezeki4243 2 жыл бұрын
yup, definitely Lillian Li
@nd4886 3 жыл бұрын
Fantastic interview!!! Thank you for asking for further detail on so many commodities like oil, copper and lead. It shows you’ve watched many of his other interviews and like many of us really wanted a deeper insight into how he views and evaluates them currently. Highly valued interview!
@BrownUniversityValueInvesting 3 жыл бұрын
Thank you for your comment, we are also extremely grateful to Mr. Rogers for his invaluable insights throughout the interview!
@aaaaaaaaaaaaaaaaaaaaaaaaaaaab1 3 жыл бұрын
From all the tiny channels Jim Rogers give interviews to. This interview was far far the best of them.
@BrownUniversityValueInvesting 3 жыл бұрын
We are very happy to hear that you enjoyed the interview!
@MonsieurDee 3 жыл бұрын
Great series... Could we get a hold of pat Dorsey or Alex roeper. Thanks!
@benpressman4752 3 жыл бұрын
what does the sign say above his desk?
@sungkeum1286 3 жыл бұрын
"If you cannot explain it simply you do not understand it well enough"
@Value-Investing 3 жыл бұрын
You Are Doing A Great Job With The Series - Congrats!
@BrownUniversityValueInvesting 3 жыл бұрын
Thank you so much for your feedback and praise Dr. Carlin!
@Value_Pilgrim 3 жыл бұрын
Invaluable talk. So much practical wisdom. Thanks.
@MonsieurDee 3 жыл бұрын
Thanks!
@eifgna 3 жыл бұрын
Thank you for uploading this :)
@vishnt 3 жыл бұрын
Have been following Sven's journey for the past 4 years and learning a lot from him over the years, thank you for sharing this gem Brown
@Value-Investing 3 жыл бұрын
thanks!