Mohnish Pabrai on Cloning & Compounding
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- Опубліковано 21 вер 2024
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Today’s guest is Mohnish Pabrai, founder and Managing Partner of the Pabrai Investments Funds, which he started in 1999 and has since built an incredible track record.
In today’s episode, Mohnish talks about his love for bridge, what his friend Warren Buffett’s online bridge name is, his philanthropic endeavors, opportunities he sees in Turkey and India, and what he would do with the Apple position today if he was running Berkshire Hathaway.
To see links or read the transcript of the episode, visit us at:
mebfaber.com/2...
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Warren "T-BONE" Buffett
Time to learn bridge!
Missing your videos brother , hope you post some again soon :)
I am from 🇦🇺 and the system you’ve described where the employer is obligated to pay 11% of your base salary into a fund, is called Superannuation Guarantee. Only under special circumstances can that money be accessed prior to retirement. People can elect to manage that money themselves via another vehicle: Self Managed Super Fund (SMSF) which is kind of like a pseudo hedge fund. Highly regulated, various reporting requirement and can invest in all asset classes, with an expecting of margin loans and derivatives.
Similar in Switzerland too
Love from Bihar India 💛
Come on Meb. Do an ETF of CEOs with mustaches. 😂
Great interview learned alot
Mohnish is famous among Turkish stock traders. Not so favorably at times but I find him brilliant in chasing value
That was really awesome and insightful. Viewing the world through a different lens.
Very well said by Mohnish! In reality, it is hard to do for most people, including Mohnish. He sold most of his positions very quickly too (very high portfolio turnover). His recent sale of MU is due to the deterioration of the fundamentals. But I agree that long term it is not unclear.
Meb likes the sound of his own voice. Would have preferred it if he spent more time asking questions and listening.
Timestamps would help your nice videos ❤❤❤
At this point he’s basically a day trader. Though I do appreciate his talks.
Year trader
Great interview! thank you! I will be watching for more interesting insights
How do we buy Turkish bottlers?
Mohnish should come back to speak at Clemson, I’d love to see him
New Purchase for Mohnis Ticker AMR he is doing well with this one ✅
Has Mohnish said anything about the reason why he exited Micron in his last 13-F?
Nope
Better opportunities. What he doesn't say about selling Apple is this... if you find something better, then it is ok to sell it. Mohnish thinks he has found this in cheap coal companies. (Just my take, could be wrong)
My question for Mohnish is, what's your theory about coal in 20 years? Sure, the companies are cheap, but buybacks of business headed to zero seems like a greater fool bet. If these coal companies were paying 14% dividends (which they could!) I could understand.
@@JustinTipton his coal bets are short-term
@@JustinTiptonthat's why ARLP is a more safe bet. More diversified, also deals with met coal, and has a massive 13+% distribution.
Make bridge great again !
China as a word was mentioned once. Why ?
Is china considered a abnormality ?
Now days Videos of mohnis pabrai is less about investing and much about daksana foundation.
What is the song title of the intro?
People who cloned Monish are screwed.Refernce MU, BK
laptop account apk for site link me days
❤❤❤❤❤
Who can file that 13F