Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a person
al letter from Warren Buffett, and much more.
IN THIS EPISODE, YOU'LL LEARN:
00:00:00 - Intro
00:00:42 - What Warren Buffett’s letter to Mohnish Pabrai said
00:05:44 - What is Mohnish Pabrai’s driver for being an asset manager?
00:20:10 - Mohnish Pabrai’s natural biases
00:24:32 - How Mohnish Pabrai talks to his daughters about investing and money?
00:27:41 - What to look for in an asset manager
00:27:41 - What is Mohnish Pabrai’s role with Dakshana Foundation
00:32:47 - Investment portfolio
00:44:39 - How and why to invest in a country with secular inflation
00:44:39 - The investment case for Reysas Logistics
00:57:09 - Thoughts on Tencent and why it might be a better business than Alibaba
01:05:20 - Thoughts on Alibaba and why there is no concern with the VIE structure
01:07:15 - When do we know that we know enough to build a position?
- Is it an advantage to spend money on research tools
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/1MXgB6BjYCdphFtIsOTXNq
🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/investing-in-stocks-w-mohnish-pabrai/
📖 BOOKS MENTIONED:
- The Dhandho Investor by Mohnish Pabrai - https://amzn.to/3Ngv8ru
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁
▶️ PAST EPISODES MENTIONED
- TIP347: Value Investing In 2021 W/ Mohnish Pabrai - https://youtu.be/VsDjsE8BfHo
💡OTHER RESOURCES
- Mohnish Pabrai’s Dakshana Foundation - https://dakshana.org/
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