TIP442: Investing in Stocks w/ Mohnish Pabrai

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.


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• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
  


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