Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech
发布时间 2025-06-13 19:57:58 来源
摘要
Join us in an exclusive interview as we sit down with Mohnish Pabrai, a renowned figure in the value investing community. In this insightful discussion, Mohnish shares his perspective on Greg Abel's leadership at Berkshire Hathaway, the dynamics of passive investing, and his thoughts on the 'Mag 7' tech giants including Google, Tesla, and Microsoft. Mohnish also delves into his investment strategies, highlighting his interest in metallurgical coal and offshore oil drilling companies, the importance of long-term growth, and his experience in international markets like Turkey and India. Don't miss this chance to gain valuable insights from a master investor. Special thanks to AlphaSense for sponsoring this event.
00:00 Introduction and Event Overview
00:37 Berkshire Hathaway: Leadership Transition
02:47 Comparing Investment Strategies
09:08 Tech Giants: Analyzing the Mag Seven
19:55 Deep Dive into Metallurgical Coal Investments
30:56 Global Steel Demand and Metallurgical Coal
31:33 Investment Strategies and Long-Term Holdings
34:09 Offshore Drilling Industry Insights
38:05 Challenges in the Metallurgical Coal Industry
42:42 Investment in Turkey and Airport Operations
46:35 Impact of Tariffs and Trade Policies
56:40 Concluding Thoughts and Optimism for America
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