Episode notes
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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- 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.
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