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://link.chtbl.com/WSB442

Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e...

BOOKS MENTIONED:
The Dhandho Investor by Mohnish Pabrai https://amzn.to/3Ngv8ru

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going!

▶ PAST EPISODES MENTIONED
TIP347: Value Investing In 2021 W/ Mohnish Pabrai    • Mohnish Pabrai: Value Investing  

OTHER RESOURCES
Mohnish Pabrai’s Dakshana Foundation https://dakshana.org/

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

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:   / theinvestor'spodcast  

Twitter:   / tip_network  

⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤

Download Stig & Preston's 1page 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.