Mohnish Pabrai’s Talk with the My First Million podcast on March 27, 2025

Mohnish Pabrai’s Talk with Shaan Puri at the My First Million podcast on March 27, 2025. 00:00:00 Introduction 00:00:27 Why the small investor has an advantage 00:02:49 Investing $10K to make $1 Million 00:08:14 Frontline 00:17:11 Berkshire's 12 great decisions in 58 years 00:18:34 Buffett's selection process: Moody's Manual 00:23:36 Value Investor's Club 00:27:31 The Japan Company Handbook 00:28:44 Berkshire's investment in Japan 00:36:11 Thou shall not use Excel 00:40:24 Leverage: Rick Guerin 00:48:58 Do not cut the flowers to water the weeds 00:51:19 Costco 00:56:36 My interactions with Charlie Munger & Warren Buffett 00:58:21 Risk vs. Uncertainty 01:00:14 Coca-Cola Icecek 01:01:40 Warren's “Too Hard Pile” 01:02:59 Circle of Competence: John Arrillaga 01:07:01 Sam Walton: Walmart and Sol Price 01:12:16 A power nap is good for productivity 01:15:37 My owner's manual 01:21:50 The Dakshana Foundation: A mathematical game 01:23:51 Super 30: Model cloned by Dakshana 01:28:51 Large inheritances cause more harm than good 01:31:35 Mohnish’s Blackjack System 01:37:44 Michael Burry 01:41:19 Rakesh Jhunjhunwala: Titan Industries 01:44:24 Starting early to lengthen your runway 01:47:00 Macroeconomic factors 01:47:35 AI in investing The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

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