On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro.
01:35 - How to stay objective when you get advice from someone you admire and like
04:56 - Why the Turkey stock market is attractive
10:05 - Mohnish Pabrai’s four steps to read annual reports
27:22 - What happened to Shinoken, one of Mohnish Pabrai’s previous holdings
40:56 - Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard
49:44 - Mohnish Pabrai’s thoughts on Alibaba
54:48 - How to live a truthful life
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Mohnish Pabrai’s website
- Learn more about Mohnish Pabrai’s Dakshana Foundation
- Listen to our interview with Mohnish Pabrai about investing in stocks or watch the video.
- Tune into our interview with Mohnish Pabrai about value investing and philanthropy or watch the video.
- Listen to our interview with Mohnish Pabrai about value investing or watch the video.
- Tune into our interview with Mohnish Pabrai about value investing in 2021 or watch the video.
- Listen 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.
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
- Have peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.
- Join over 5k investors in the data security revolution with Atakama.
- Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.
- What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.
- If you’re into marketing podcasts that walk through how successful entrepreneurs, politicians, and influencers have convinced and persuaded people, then you should give Nudge, hosted by Phil Agnew, a listen!
- Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.
- Discover the leading community for engaged investors, and the best source of investment analysis and opinion with Seeking Alpha. Listeners get a special deal: Alpha Picks for $99 + 1 month of FREE Seeking Alpha Premium!
- Invest your retirement savings in what YOU know and are passionate about with a Self-Directed IRA with New Direction Trust Company.
- Unravel the fascinating story of Elon Musk’s unexpected bid to buy Twitter, and all of the drama that has happened since then with Flipping The Bird: Elon vs. Twitter.
- Support our free podcast by supporting our sponsors.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
