Optimizing Investments for Social Returns | 1min snip from We Study Billionaires

Get the app

TIP442: Investing in Stocks w/ Mohnish Pabrai

We Study Billionaires - The Investor’s Podcast Network

chevron_right

notes

NOTE

Optimizing Investments for Social Returns

Efforts are focused on achieving high social returns on invested capital by maintaining smaller entities that are easier to optimize compared to larger foundations. Even prominent investors like Warren Buffet and professional analysts like John Templeton and Peter Lynch have made investing mistakes, emphasizing the inevitability of errors in investment decisions.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

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.

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
Briggs & Riley
American Express
The Bitcoin Way
Public
Onramp
USPS
SimpleMining
Sound Advisory
Shopify
AT&T
BAM Capital

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

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Home Top podcasts Popular guests