#83Mohnish
Вставка
- Опубліковано 5 лип 2024
- Full Audio Podcast Episode On: thewallstreetlab.com/
wavve.link/twsl/episodes
Our guest today is Mohnish Pabrai. Mohnish is a legendary investor, a shameless cloner and an effective philanthropist. He is both, the author and the subject of several books.
Mohnish is the founder and Managing Partner of Pabrai Investment Funds, Founder and CEO of Dhandho Funds, Founder of the Dakshana Foundation. He is the author of "The Dhandho Investor" and "Mosaic: Perspectives on Investing".
In this episode we talk about how Mohnish cloned his investment style from legends like Benjamin Graham, Warren Buffet, and Charlie Munger. Mohnish shares lessons from his book about businesses and investing. We talk about deep value investing, great compounders and the difference in mindset those styles require. We get into his investment funnel, investing mindset, and what Mohnish focuses his attention on. We talk about other great investors like Nick Sleep, Zak Zakaria, and more. Mohnish shares investing lessons from the sitcom "Seinfeld" and fantastic advice on personal and career development.
It's insane how humble and kind Mohnish is.
so true
FYI- I have compiled some interesting points for convenience. Enjoy!
15:00 Pharm/health insurance companies
17:40 Funeral service companies
20:50 Fiat/Chrysler/Ferrari
22:15 Starbucks
23:50 Chipolte
25:00 Ability to hold on quality stocks
27:00 Fiat/Chrysler/Ferrari
30:44 Maotai
34:00 Prospect on Chinese market
35:00 Venture capital/Private equity
40:46 Micron
46:00 Sitting on Fiat/Chrysler/Ferrari
48:00 Other great investors to follow
Thank you!
You are a hero
3-
🎉 continue like this pls list the main points in interviews like this, it will give best value in less time...thank u so much
Stoked that Monish just admitted he also learned from William Green's book 📚
An amazing take away
What happens is, when we grow up, the world expects us to do certain things certain ways and they expect you to do and follow certain paths and your just go down that path because you usually don't know any better, but each of us is wired differently and each of us has traits and desires and passions that are different from the next person.
So what you need to find for yourself is your owner's manual that tells you who you are in terms of the types of things you like to do and the types of activities that you are likely to not only like to do but be really good at.
-- Mohnish Pabrai
Great interview, thank you so much !!
New office looking cozy Mohnish!
Saw this interview after watching your video about it, Brad. Thanks for all the work you do. Much appreciated
I actually like his old office better, with the giant bookcase.
Monish pabrai has soo much wisdom. I admire his personality the way he carry conversations is beautiful. He keep is so simple and anyone to understand deep concepts. Everytime I hear him it just music to my ears. Beautiful soul and a wise wise wise man. Monish is if ever come across this comment please drop a like would bring me a great joy and happiness. Thank you for all the knowledge you providing to the world. Would be a dream to meet him someday for a lunch.
I have been following this amazing human being. But this is the first time he made me to comment. Only because, you bring the best out of him!! This is for me lalaaaaaapaaloooozzzzaaa effect. His last curiosity, “let me know when this video uploads”…
Hats off to you for bringing best out!
Great interview, good questions asked. Mohnish is phenomenal, he is one of those few greats who is happy to share his learnings with the world.
Looking forward to part 2. Great job, Andreas
So much to learn every time you hear Monish. The new case studies mentioned here are incredible..
thank you for the excellent interview!
Epic thanks
Thank you🙏
Please share if you liked our content. Stay tuned with our upcoming episodes on thewallstreetlab.com/
Excellent interview!!
Help me out what something he said:
1) Josh ???
2) ??? Capital Switzerland
What is a good online source to search through and analyze public companies that might be undervalued with a great moat? Thank you! I'm an investor who has so much to learn - I am grateful to have found this great podcast by accident. The interviewer asked great questions and Monish gave answers that taught me so much in just one hour. Thank you! I will subscribe!
Thank you Mohnish sir..
This is a great vlog and Mohnish seems so candid and down to earth. I bet he would be a great mentor to help in the investment world.(if that makes sense?)
Great mind and explains things so clearly
Many thanks guys and Monish! :)
Stay tuned with our episodes on thewallstreetlab.com/
what a down to earth guy, great book.
Very helpful... 👍👍👍👍
Great podcast Andreas, the UA-cam algorithm strikes again with a great recommendation, cheers mate.
Glad you liked it
It was great I’d learned a lot
Glad you kept your charlie munger statue in your new house.
minish you are great❤
What is the website he mentions at 47:40? Geika Roman?
its www.dataroma.com/m/home.php
If you want to go from Wall Street Lab to Wall Street God - add timestamps :-)
Thank you for great interview! How can I find the contacts of these guys (52:00)? Thank you
Thank you for the compliment! Here is his website: jackskeen.com/
Yes WSL, please do an interview with Robert Vinall
Sure we will :)
Thank you to the host for bridging him on the show.
Each time I listen to Mohnish Pabrai, I am subsequently unimpressed.