I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders.

Related episodes:

Mohnish Pabrai: Why Great Stock Ideas Are Rare

https://youtu.be/cIasDBIkoM0

Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons”

https://youtu.be/TqC_m7-DPfM

Referenced video:

Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024

https://youtu.be/FFxUSADENrc

Stocks Today With JJ channel:

https://www.youtube.com/@jjstockstoday

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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.