We Study Billionaires - The Investors Podcast

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a personal letter from Warren Buffett, and much more.  IN THIS EPISODE, YOU'LL LEARN: 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said. 04:53 - What is Mohnish Pabrai’s driver for being an asset manager?  07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.  13:47 - Is it an advantage to spend money on research tools. 14:44 - Mohnish Pabrai’s natural biases. 24:16 - What to look for in an asset manager.  38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics. 48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure. 50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community