Tag Archive

In his recent presentation at the TiE Austin Speaker Series, Mohnish Pabrai discussed his Holy Grail portfolio. Here’s an excerpt from the presentation: Pabrai: One of the things that took me a long time to figure out like they say, old too soon and wise too late, is that basically … Read More

In his recent interview on The One Percent Show, Mohnish Pabrai explains how to assess any business in 30 seconds. Here’s an excerpt from the interview: Pabrai: If I looked at something like MasterCard, it would very quickly make sense, because they get a certain percentage of every transaction, and … Read More

In his recent interview with Narsee Monjee, Mohnish Pabrai explains why focusing on multi-baggers is the best investing strategy. Here’s an excerpt from the interview: I’ve come to the conclusion, and it’s actually a pretty… it took me a long time to figure this out, but I think for most … Read More

In his recent interview on the Richer, Wiser, Happier Podcast, Mohnish Pabrai discussed two of the most important lessons in investing. Here’s an excerpt from the interview: Pabrai: So I think that there are two things that are important in investing. One is that we have to be very cognizant … Read More

In his recent interview with CNBC, Mohnish Pabrai explained how to tell which businesses will do well in an inflationary environment. Here’s an excerpt from the interview: Pabrai: If you have a business where most of the capex has already happened in the past, they would be deriving the benefits … Read More

In his recent interview with FINSEC Law Advisor, Mohnish Pabrai discusses the genius of Warren Buffet’s Japanese bets. Here’s an excerpt from the interview: Pabrai: Two or three years ago Buffett made an investment, a set of investments, where he bought five to ten percent stakes in a bunch of … Read More

In his recent interview on the Richer Wiser, Happier, Podcast, Mohnish Pabrai discussed one of the more important investing lessons he learned from Charlie Munger. Here’s an excerpt from the interview: Pabrai: I think Charlie’s… what I’ve found with Charlie is sometimes I bring up businesses to him that I’m … Read More

In his latest interview with The Investor’s Podcast, Mohnish Pabrai explains why you only need a minority of investments to get you to the promised land. Here’s an excerpt from the interview: Pabrai: I’ve made a lot of mistakes. So that’s just, I would say part for the course. John … Read More

In his recent interview with the Doctors Investing Group, Mohnish Pabrai discusses the one question you need to answer before you can value any business. Here’s an excerpt from the interview: Pabrai: I think the first question one should focus on is whether the business is within your circle of … Read More

Mohnish Pabrai recently did an interview with Morningstar in which he answered four great questions on the current state of value investing, and its prospects in the future. Here are the four questions: Q1. Is there an economic reason why small-company and value stocks have performed well historically? Q2. Has … Read More

Here’s a great presentation with Mohnish Pabrai at Boston College (Carroll School of Mgmt). During the presentation he spoke about the two investing lessons he has yet to learn well. Here’s an excerpt from the presentation: So someone like me is still trying to learn to pay up and it’s … Read More

In Monish Pabrai’s book, The Dhando Investor, he provides a real-life illustration of how, with third grade math, you can beat Wall Street if you’re prepared to do a little research. Here’s an excerpt from the book: A good case study of a low-risk, high-uncertainty business is the situation with … Read More

In the latest edition of the Graham & Doddsville Newsletter, there’s a great interview with Mohnish Pabrai in which he discusses his investing philosophy saying: “At the core, investing is straightforward. It’s simple, but it’s not easy.” Here’s an excerpt for that interview: G&D: Can you talk in more detail … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

During his recent interview with MOI Global, Mohnish Pabrai explains how investors can successfully build plenty of wealth in investing with a narrow skill-set, saying: “One doesn’t need to have a Swiss Army Knife approach to investing. If you look at most entrepreneurs, they’ve created their wealth with an extremely … Read More