Mohnish Pabrai with Kelley students

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

Comments

The Seneca Effect: Why Growth is Slow but Collapse is Rapid

The Seneca Effect: Why Growth is Slow but Collapse is Rapid by Ugo bardi Seneca Effect Usually you want to slow the decline but nature like us must abhor things that taste bad and want to get it over with like a dentist appointment. Implosion, if the buildings around can take it. Many times when companies go bad, repackaging useful pieces and selling them buys time for other parts. eg Nokia to Microsoft. When is study of declines helpful? study of shark population

Emerging Domestic Markets: How Financial Entrepreneurs Reach Underserved Communities in the United States

Emerging Domestic Markets: How Financial Entrepreneurs Reach Underserved Communities in the United States slotting fee Various case studies of minority owned businesses social finance Elsewhere: Moolahsense is a debt crowdfunding company in fintech . "B usiness loans tend to be a product that does not differentiate on non-price factors." I've gotten way more into the real estate and finance world in the last year and someone absolutely needs to open a bank designed to service entrepreneurs, freelancers, and self employed people. Not being on a normal W2 makes getting a mortgage and other financing so complicated — Nat Eliason (@nateliason) July 30, 2020 Support small businesses doing great things for their communities

Farm to Table technology

If you are a company that selling edible food that needs to stay at a temperature and cross borders then you need a carrier that not only transports but also does it timely.

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