TIP442: Investing in Stocks w/ Mohnish Pabrai


Manage episode 326462445 series 1394353
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  • 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.
  • 04:53 - What is Mohnish Pabrai’s driver for being an asset manager?
  • 07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.
  • 13:47 - Is it an advantage to spend money on research tools.
  • 14:44 - Mohnish Pabrai’s natural biases.
  • 24:16 - What to look for in an asset manager.
  • 38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.
  • 48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.
  • 50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


  • Learn more about Mohnish Pabrai’s Dakshana Foundation.
  • Mohnish Pabrai’s website.
  • Our interviews with Mohnish Pabrai about value investing and philanthropy.
  • Our interviews with Mohnish Pabrai about value investing.
  • Our interviews with Mohnish Pabrai about value investing in 2021.
  • Our interview with William Green about Mohnish Pabrai and much more.
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592 episodes