We Study Billionaires - The Investor’s Podcast Network

TIP442: Investing in Stocks w/ Mohnish Pabrai

Apr 24, 2022

54:25

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Warren Buffett expressed deep admiration for Mohnish Pabrai's successful investment strategies.

Mohnish Pabrai emphasizes the significance of aligning investments with personal passions.

Investing in businesses in high-inflation economies requires understanding resilient revenue streams and inflation-indexed assets.

Deep dives

Manish Pabrai's Impressive Investment Returns

Manish Pabrai has achieved remarkable success with 781% returns for his investors in his flagship fund, surpassing the S&P 500's 378% return. In a discussion on the podcast, he delves into his investments in companies like Alibaba, Tencent, and shares insights from his personal letter exchange with Warren Buffett.

How to Make Life Interesting

01:43

Is It the Michael Angelo Jeane With You, Like, Why Do You Continue Doing What You Are Doing?

01:45

Is This Within My Circle Competents?

01:46

Introduction

2min

Buffet Quotes - I've Learned Everything From Them

2min

Is It the Michael Angelo Jeane With You, Like, Why Do You Continue Doing What You Are Doing?

2min

How to Make Life Interesting

2min

The Most Important Objective Is to Say No to Everything

2min

Investing in Value Invested Capital

3min

Investing Is Hard, Right?

4min

Investing in Cryptocurrency Without Tax Headaches

2min

The Magic of Antropenership

3min

10.

What I Look for in an Asi Manager

2min

11.

The Selection of a Investing Manager

3min

12.

Investing

4min

13.

What's the Limit of a Portfolio?

2min

14.

Coke Is a Business Like Cosco or Berkshire

6min

15.

Investing in High Inflation Environments

2min

16.

What Happened in Turkey?

2min

17.

Are You Getting a Million Dollar Pays in Turkey?

2min

18.

Cork Bottler in Turkey

3min

19.

Tax Law Selling - I Could Sell Alibaba and Buy Ten Cent, Right?

2min

20.

Is Tencent a Good Place to Start?

2min

21.

Tencent and Alibaba - The New Landscape

2min

22.

Investing in China

2min

23.

Is This Within My Circle Competents?

2min

24.

Millennial Investing by the Investor's Podcast

2min

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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We Study Billionaires - The Investor’s Podcast Network

TIP442: Investing in Stocks w/ Mohnish Pabrai

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Manish Pabrai's Impressive Investment Returns

Buffett's High Regard for Pabrai's Investment Approach

Passion and Purpose in Investing

Pabrai's Approach to Non-Profit Endeavors

Strategies for Successful Investing in High-Inflation Environments

How to Make Life Interesting

Is It the Michael Angelo Jeane With You, Like, Why Do You Continue Doing What You Are Doing?

Is This Within My Circle Competents?

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
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AI-powered
podcast player

Discover
highlights

We Study Billionaires - The Investor’s Podcast Network

TIP442: Investing in Stocks w/ Mohnish Pabrai

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Manish Pabrai's Impressive Investment Returns

Buffett's High Regard for Pabrai's Investment Approach

Passion and Purpose in Investing

Pabrai's Approach to Non-Profit Endeavors

Strategies for Successful Investing in High-Inflation Environments

How to Make Life Interesting

Is It the Michael Angelo Jeane With You, Like, Why Do You Continue Doing What You Are Doing?

Is This Within My Circle Competents?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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