TIP442: Investing in Stocks w/ Mohnish Pabrai

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a personal letter from Warren Buffett, and much more.



IN THIS EPISODE, YOU'LL LEARN:

  • 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.



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