Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

“Microsoft is a Bulletproof business. It is embedded into each enterprises.” “But Google faces real challenges due to AI in its core business of search.” - Mohnish Pabrai

CAronitpereira's profile picture

Ronit Pereira

16,157 subscribers

34,934 Aufrufe • vor 2 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Mohnish Pabrai: "Google Faces Real Challenges, Microsoft Is Bulletproof" $GOOGL $MSFT
1:36

Mohnish Pabrai: "Google Faces Real Challenges, Microsoft Is Bulletproof" $GOOGL $MSFT

Patient Investor

72,984 Aufrufe • vor 1 Jahr

Selling a great business because it is overvalued is usually a mistake. Great businesses can surprise on the upside. Our Portfolio Manager Mohnish Pabrai explains.
0:59

Selling a great business because it is overvalued is usually a mistake. Great businesses can surprise on the upside. Our Portfolio Manager Mohnish Pabrai explains.

Pabrai Wagons ETF

14,768 Aufrufe • vor 8 Monaten

Sam Altman says chatGPT may outperform google for some search tasks — but replacing it entirely is unlikely. google remains a fierce competitor with deep AI talent, massive infrastructure, and a fortified business model. they're moving fast to embed AI into search.
0:33

Sam Altman says chatGPT may outperform google for some search tasks — but replacing it entirely is unlikely. google remains a fierce competitor with deep AI talent, massive infrastructure, and a fortified business model. they're moving fast to embed AI into search.

Haider.

139,819 Aufrufe • vor 1 Jahr

Our Portfolio Manager Mohnish Pabrai shares a helpful investing framework: anchor yourself in Ben Graham’s three core principles, then layer in an uncompromising focus on business quality.
1:12

Our Portfolio Manager Mohnish Pabrai shares a helpful investing framework: anchor yourself in Ben Graham’s three core principles, then layer in an uncompromising focus on business quality.

Pabrai Wagons ETF

16,227 Aufrufe • vor 1 Monat

On this episode of the Odd Lots podcast, Google's Elizabeth Reid joins Joe Weisenthal and Tracy Alloway to discuss search in the world of AI. As vice president of search, Reid tells us about how AI is changing user behavior and how Google is incorporating Gemini into search
1:53

On this episode of the Odd Lots podcast, Google's Elizabeth Reid joins Joe Weisenthal and Tracy Alloway to discuss search in the world of AI. As vice president of search, Reid tells us about how AI is changing user behavior and how Google is incorporating Gemini into search

Bloomberg

15,273 Aufrufe • vor 2 Monaten

Mohnish Pabrai: "If you study a lot of the greats in business and arts and music and film and everything, it always starts with belief. And the capability comes later." Belief is the first step to success in any area of life. It doesn’t guarantee success but without it you’ve already lost.
0:52

Mohnish Pabrai: "If you study a lot of the greats in business and arts and music and film and everything, it always starts with belief. And the capability comes later." Belief is the first step to success in any area of life. It doesn’t guarantee success but without it you’ve already lost.

Steve Burns

20,062 Aufrufe • vor 3 Monaten

Microsoft, Amazon and Google are pouring billions into AI investments in India. Will this be the country’s breakthrough AI moment? Saritha Rai explains
1:40

Microsoft, Amazon and Google are pouring billions into AI investments in India. Will this be the country’s breakthrough AI moment? Saritha Rai explains

Bloomberg

15,342 Aufrufe • vor 7 Monaten

Andy Jassy is pouring billions into AI as Amazon faces its biggest challenge yet. Brad Stone and Matt Day have more in the latest issue of Businessweek
1:32

Andy Jassy is pouring billions into AI as Amazon faces its biggest challenge yet. Brad Stone and Matt Day have more in the latest issue of Businessweek

Bloomberg

12,451 Aufrufe • vor 1 Monat

Edelweiss (one of our largest holdings) is a financial services company in India with a ~$1.2B market cap. Management is planning to spin off multiple subsidiaries, starting with its Alternative Assets business (EAAA). We believe that IPO alone could be worth Edelweiss’s entire current market cap. Our Portfolio Manager Mohnish Pabrai explains.
1:22

Edelweiss (one of our largest holdings) is a financial services company in India with a ~$1.2B market cap. Management is planning to spin off multiple subsidiaries, starting with its Alternative Assets business (EAAA). We believe that IPO alone could be worth Edelweiss’s entire current market cap. Our Portfolio Manager Mohnish Pabrai explains.

Pabrai Wagons ETF

111,041 Aufrufe • vor 6 Monaten

Google was the 21st search engine to enter the market in 1998. Business lesson: it is important to know your competitors, but do not copy them. Here is Google’s headquarters in 1998
1:15

Google was the 21st search engine to enter the market in 1998. Business lesson: it is important to know your competitors, but do not copy them. Here is Google’s headquarters in 1998

Vala Afshar

48,365 Aufrufe • vor 2 Jahren

I’ve seen that when AI moves from prototype to production, infrastructure becomes strategy. A business cannot improvise at the edge if its network still hesitates at the core. The challenge is not to scale AI, but to let it perform without friction. T-Mobile Business Partner
0:25

I’ve seen that when AI moves from prototype to production, infrastructure becomes strategy. A business cannot improvise at the edge if its network still hesitates at the core. The challenge is not to scale AI, but to let it perform without friction. T-Mobile Business Partner

Antonio Grasso

10,947 Aufrufe • vor 10 Monaten

Corporate messaging is easy to manage. Management quality is harder to hide. Our Portfolio Manager, Mohnish Pabrai, evaluates leaders by studying decades of unscripted moments, from earnings calls and beyond, and comparing their words with their actions to develop a truer picture of the people running a business.
1:13

Corporate messaging is easy to manage. Management quality is harder to hide. Our Portfolio Manager, Mohnish Pabrai, evaluates leaders by studying decades of unscripted moments, from earnings calls and beyond, and comparing their words with their actions to develop a truer picture of the people running a business.

Pabrai Wagons ETF

16,843 Aufrufe • vor 2 Monaten

I really enjoed hosting Mohnish Pabrai Mohnish Pabrai for a Q&A session at VALUExBRK 2025.
21:13

I really enjoed hosting Mohnish Pabrai Mohnish Pabrai for a Q&A session at VALUExBRK 2025.

Guy Spier 🎗️🇮🇱 🇺🇦 🍉

16,439 Aufrufe • vor 1 Jahr

40 years in, Microsoft Excel is still going strong. But in a world of AI and new competition, can it stay on top? Bloomberg’s Dina Bass and Businessweek’s Max Chafkin join host Sarah Holder to track the rise and challenges ahead for the most ubiquitous spreadsheet software around
1:29

40 years in, Microsoft Excel is still going strong. But in a world of AI and new competition, can it stay on top? Bloomberg’s Dina Bass and Businessweek’s Max Chafkin join host Sarah Holder to track the rise and challenges ahead for the most ubiquitous spreadsheet software around

Bloomberg

18,581 Aufrufe • vor 7 Monaten

Google’s AI chatbot Bard shared inaccurate information in a promotional video on Twitter, the blunder shows the challenges Google faces as it races to integrate AI technology to compete with Microsoft, which unveiled Bing with ChatGPT technology
1:53

Google’s AI chatbot Bard shared inaccurate information in a promotional video on Twitter, the blunder shows the challenges Google faces as it races to integrate AI technology to compete with Microsoft, which unveiled Bing with ChatGPT technology

Reuters

62,688 Aufrufe • vor 3 Jahren

In nature and in business, it’s not the biggest that survive, but the fittest. Drawing from Pulak Prasad’s "What I Learned About Investing from Darwin," our Portfolio Manager Mohnish Pabrai breaks down why an unlevered balance sheet and an adaptable management team are the true markers of a fit business.
1:38

In nature and in business, it’s not the biggest that survive, but the fittest. Drawing from Pulak Prasad’s "What I Learned About Investing from Darwin," our Portfolio Manager Mohnish Pabrai breaks down why an unlevered balance sheet and an adaptable management team are the true markers of a fit business.

Pabrai Wagons ETF

21,733 Aufrufe • vor 23 Tagen