Mohnish Pabrai: Berkshire, Big Mistakes & Letting Winners Run (TIP812)
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摘要
Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have grown to $17.29, compared with $6.29 for the S&P 500. In the special interview, you can join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run.
What you'll learn here:
00:00:00 - Intro
00:01:12 - Whether Greg Abel’s compensation is fair
00:04:27 - Why most investments fail, and why that’s okay (the “4% rule”)
00:10:37 - Whether to own Berkshire Hathaway or the S&P500 over the next century
00:22:35 - Why Stig thinks that Mohnish diversifies too much
00:25:19 - Why good asset managers should eventually have 95% of their portfolio in one stock
00:30:17 - How Mohnish met Michael Burry
00:54:04 - What Mohnish learned from his best friend Guy Spier
Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/mohnish-pabrai-berkshire-letting-winners-run/
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▶️ Related Episodes:
- Mohnish Pabrai on Investing and Life Lessons: https://youtu.be/bbdEsPAPq9M
- Mohnish Pabrai's Inner Scorecard: https://youtu.be/8iAbXswCdIA
- Mohnish Pabrai on The Power of Compounding: https://youtu.be/HR_gJ6WOe60
📖 Book Mentioned:
- What I Learned From Darwin About Investing by Pulak Prasad: https://amzn.to/4eV1t7K
Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor's Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#MohnishPabrai #ValueInvesting #BerkshireHathaway #WarrenBuffett #InvestingLessons
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