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Mohnish Pabrai with Kelley students


 Value Investors Club

Seritage properties

Very Large crude carriers

Insight gleaned from real estate to VLCC

When commerical real estate rents rise, huge office towers built that take 4-5 years, Lemming behavior

tight market --> depressed maket results in boom and busts. With residential, shorter build times, dont cause this. spigot is in control.

These are built mainly in Korean shipyards. 

"Learning about different businesses and learning about different industries.. is always been of interest to me. I love to know how the world works."

Frontline shipping company

Freight contract rates vs spot rates

How Mohnish did the analysis on Frontline

Checklist investor

Is it a cinch?

The Investors podcast

Ichimoku cloud

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