Intro

An accomplished investor discusses their impressive returns versus the S&P 500, sharing key strategies and experiences. The chapter features notable investments in Alibaba and Tencent, along with a personal story about a letter from Warren Buffett.

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Episode notes

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.

BOOKS AND RESOURCES

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

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