Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020 from Chai with Pabrai

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Mohnish Pabrai's Lecture, Q&A with students of Peking Univ. (Guanghua School of Mgmt.)–Dec. 3, 2020

1 hour 40 minutes Posted Aug 3, 2026 at 2:34 pm.

Professor Jiang Guohua’s Students “Compounding with the Spawners”

- Introduction

- Choices for an investor

- The Path to Multi-Baggers

- Spawners

- The $50 Billion Rule

- Pabrai Spawning rules

- Set it and forget it

- Conglomerates vs. Spawners in Emerging Markets

- Fake Spawners

- Core traits of Spawners

- CMGI

- When wealth is lost

- Costco; Seritage

- Entrepreneur’s Advantage

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Show notes

Professor Jiang Guohua’s Students “Compounding with the Spawners” (00:00:00) - Introduction (00:04:41) - Choices for an investor (00:09:58) - The Path to Multi-Baggers (00:13:35) - Spawners (00:30:40) - The $50 Billion Rule (00:33:57) - Pabrai Spawning rules (00:36:46) - Set it and forget it (00:42:58) - Conglomerates vs. Spawners in Emerging Markets (00:43:52) - Fake Spawners (01:06:27) - Core traits of Spawners (01:19:12) - CMGI (01:22:54) - When wealth is lost (01:25:24) - Costco; Seritage (01:29:18) - Entrepreneur’s Advantage (01:33:07) - Leverage and Debt

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