2min chapter

TIP550: Masterclass w/ Mohnish Pabrai

We Study Billionaires - The Investor’s Podcast Network

notes

CHAPTER

Introduction

Since its inception in 2000, Manish Pabrai's flagship fund has returned 989% to his investors. This is compared to only 401% for the S&P 500. In today's conversation, he generates CCA's thoughts on various stocks including Alibaba and Shinoken.

00:00

Transcript

Episode notes

On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

01:35 - How to stay objective when you get advice from someone you admire and like

04:56 - Why the Turkey stock market is attractive

10:05 - Mohnish Pabrai’s four steps to read annual reports

27:22 - What happened to Shinoken, one of Mohnish Pabrai’s previous holdings

40:56 - Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard

49:44 - Mohnish Pabrai’s thoughts on Alibaba

54:48 - How to live a truthful life

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Mohnish Pabrai’s website
Learn more about Mohnish Pabrai’s Dakshana Foundation
Listen to our interview with Mohnish Pabrai about investing in stocks or watch the video.
Tune into our interview with Mohnish Pabrai about value investing and philanthropy or watch the video.
Listen to our interview with Mohnish Pabrai about value investing or watch the video.
Tune into our interview with Mohnish Pabrai about value investing in 2021 or watch the video.
Listen to our interview with William Green about Mohnish Pabrai or watch the video.

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