Chai with Pabrai

In the podcast, they discuss tech giants like Google and Microsoft, a dinner with Bill Gates, investing in coal, challenges faced by auto OEMs, a high office vacancy rate, macroeconomic factors, and insights on Charlie Munger's partnership with Warren Buffett.

Mohnish Pabrai, a prominent figure in value investing and author of 'The Dhandho Investor,' shares insights during a lively Q&A at the London School of Economics. He discusses the importance of evaluating management, analyzing investment opportunities like Stellantis amid the EV transition, and the need to be a 'shameless cloner' in investing. Pabrai emphasizes learning from mentors and simplifying strategies, while also exploring unusual opportunities in sectors like coal, challenging conventional ESG norms.

Mohnish Pabrai, investor and presenter at Flame University, discusses various investment topics including valuations, portfolio sizing, investing in global markets, and his friendship with Charlie Munger and Warren Buffett.

In a captivating discussion, Mohnish Pabrai shares insights on the art of investing, emphasizing the importance of personal experiences and resilience. He reflects on navigating the global financial crisis and the impact of philanthropy. With anecdotes from lunch with Buffett and breaking bread with Charlie Munger, he highlights trust in relationships and the balance between inner and outer validation. Pabrai also explores personal joy through activities like playing bridge, showcasing the significance of intentionality in life.

Mohnish Pabrai, an investor and speaker, shares his journey in investing, the importance of evaluating management teams, and his experiences in philanthropy. He also gives advice to students and discusses the impact of his philanthropic investments.

Mohnish Pabrai, renowned investor and founder of Pabrai Investment Funds, answers questions at Clemson University. Topics include auction-driven markets, Berkshire's PetroChina investment, anomaly-based investing, investing in Turkey, car dealerships, lunch with Warren and Charlie, and the benefits of concentrated holdings.

Mohnish Pabrai, value investor and founder of the Dakshana Foundation, discusses his introduction to Warren Buffett, the power of cloning as a mental model, examples of successful cloners like Microsoft and Walmart, the importance of portfolio concentration, and the risks of diversification. He also shares insights on improving probabilistic thinking, capital allocation, and macro-economic factors in investing.

Mohnish Pabrai, investor and author of 'The Dhandho Investor,' shares insights on investing anomalies and his experience with companies like Fiat Chrysler and Rain Industries. He discusses the importance of identifying anomalies and avoiding Excel in financial calculations. Pabrai also touches on investing in distressed industries and highlights his success in finding mispricing opportunities in Turkey. The podcast explores Warren Buffett's strategy, including his interest in Japanese trading companies, and emphasizes the significance of holding onto great businesses.

Mohnish Pabrai, investor and author, talks about the power of compounding and the importance of starting early. He discusses the story of Chuck Feeney, a billionaire philanthropist, and shares his journey of investing. Pabrai also touches on entrepreneurship vs. investing, index investing, and handling macro risks in business.

Mohnish Pabrai, an investment fund manager, answers various intriguing questions at Mendoza College of Business. Topics discussed include when to sell a stock, starting Pabrai Investment Funds, Berkshire's twelve great decisions, identifying compounders, Charlie's mental models, cloning Chipotle vs. Baja Fresh, Fiat Chrysler, NVR, and the decline of bridge. The insightful conversation also touches on Warren Buffet's recent investments in Japanese trading companies, the auto industry, McDonald's French fries, and the future vision for funneling capital towards social causes.