On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

01:35 - How to stay objective when you get advice from someone you admire and like

04:56 - Why the Turkey stock market is attractive

10:05 - Mohnish Pabrai’s four steps to read annual reports

27:22 - What happened to Shinoken, one of Mohnish Pabrai’s previous holdings

40:56 - Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard

49:44 - Mohnish Pabrai’s thoughts on Alibaba 

54:48 - How to live a truthful life

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Mohnish Pabrai’s website
• Learn more about Mohnish Pabrai’s Dakshana Foundation
• Listen to our interview with Mohnish Pabrai about investing in stocks or watch the video.
• Tune into our interview with Mohnish Pabrai about value investing and philanthropy or watch the video.
• Listen to our interview with Mohnish Pabrai about value investing or watch the video.
• Tune into our interview with Mohnish Pabrai about value investing in 2021 or watch the video.
• Listen to our interview with William Green about Mohnish Pabrai or watch the video.

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