Sign in to confirm you’re not a bot
This helps protect our community. Learn more

Mohnish Pabrai: Stock Investing (TIP442)

The Investor's Podcast Network
142K subscribers
<__slot-el>
<__slot-el>
44K views 3 years ago 💰 We Study Billionaires 🥇
Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a person al letter from Warren Buffett, and much more. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:42 - What Warren Buffett’s letter to Mohnish Pabrai said 00:05:44 - What is Mohnish Pabrai’s driver for being an asset manager? 00:20:10 - Mohnish Pabrai’s natural biases 00:24:32 - How Mohnish Pabrai talks to his daughters about investing and money? 00:27:41 - What to look for in an asset manager 00:27:41 - What is Mohnish Pabrai’s role with Dakshana Foundation 00:32:47 - Investment portfolio 00:44:39 - How and why to invest in a country with secular inflation 00:44:39 - The investment case for Reysas Logistics 00:57:09 - Thoughts on Tencent and why it might be a better business than Alibaba 01:05:20 - Thoughts on Alibaba and why there is no concern with the VIE structure 01:07:15 - When do we  …...more
...more

Intro

0:00

What Warren Buffett’s letter to Mohnish Pabrai said

0:42

What is Mohnish Pabrai’s driver for being an asset manager?

5:44

Mohnish Pabrai’s natural biases

20:10

How Mohnish Pabrai talks to his daughters about investing and money?

24:32

What to look for in an asset manager

27:41

Investment portfolio

32:47

How and why to invest in a country with secular inflation

44:39

Thoughts on Tencent and why it might be a better business than Alibaba

57:09

Thoughts on Alibaba and why there is no concern with the VIE structure

1:05:20

When do we know that we know enough to build a position?

1:07:15
Mohnish Pabrai: Stock Investing (TIP442)
978Likes
44,537Views
2022Apr 23
Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a person al letter from Warren Buffett, and much more. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:42 - What Warren Buffett’s letter to Mohnish Pabrai said 00:05:44 - What is Mohnish Pabrai’s driver for being an asset manager? 00:20:10 - Mohnish Pabrai’s natural biases 00:24:32 - How Mohnish Pabrai talks to his daughters about investing and money? 00:27:41 - What to look for in an asset manager 00:27:41 - What is Mohnish Pabrai’s role with Dakshana Foundation 00:32:47 - Investment portfolio 00:44:39 - How and why to invest in a country with secular inflation 00:44:39 - The investment case for Reysas Logistics 00:57:09 - Thoughts on Tencent and why it might be a better business than Alibaba 01:05:20 - Thoughts on Alibaba and why there is no concern with the VIE structure 01:07:15 - When do we know that we know enough to build a position?
  • Is it an advantage to spend money on research tools
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/1MXg... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... 📖 BOOKS MENTIONED: Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁 ▶️ PAST EPISODES MENTIONED 💡OTHER RESOURCES ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑   📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    • 💰 We Study Billionaires 🥇   🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵   💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook:   / theinvestorspodcast   👔 Linkedin:   / the-investor's-podcast   🐦Twitter:   / tip_network   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
💰 We Study Billionaires 🥇
The Investor's Podcast Network

Follow along using the transcript.

The Investor's Podcast Network

142K subscribers