Evolving Investment Strategies in a Changing Market Landscape

This chapter examines the dramatic decrease in the average lifespan of S&P 500 companies and its implications for investment strategies. It challenges traditional short-term focused approaches while urging a reevaluation of methodologies to account for the changing corporate landscape.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has outperformed the S&P500 for two decades.

IN THIS EPISODE, YOU'LL LEARN:

How Mohnish Pabrai thinks about biases.
Why and how Mohnish Pabrai uses his checklist in stock investing.
How has the shorter tenure of stock in S&P500 made Mohnish think of compounders.
Why Mohnish started Dakshana foundation.
How Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return.

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 Reading List.
Learn more about Mohnish Pabrai’s Dakshana Foundation.
Mohnish Pabrai’s website.
Larry Cunningham’s book, The Essays of Warren Buffett – Read reviews of this book.
Mohnish Pabrai's book: The Dhandho Investor.
Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Vacasa
AT&T
The Bitcoin Way
USPS
American Express
Onramp
Found
SimpleMining
Public
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books