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.
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