Mohnish Pabrai's Interview with The Investor’s Podcast on March 23, 2026
Mohnish Pabrai
17,970 views
Mohnish Pabrai's Interview with Stig Brodersen at The Investor’s Podcast on March 23, 2026.
00:00:00 Introduction
00:00:39 Berkshire Hathaway: Warren Buffett vs. Greg Abel
00:04:37 Greg Abel vs. Ajit Jain; Compensation at Berkshire
00:08:13 Investing horizon of 50-100 years; Berkshire Hathaway vs. S&P 500 index
00:09:46 Running my own company and team; Delegation and structuring
00:12:32 Pabrai Wagons ETF
00:13:22 Inner scorecard vs. Outer scorecard
00:16:14 Investing in Turkey; Micro trumps the macro
00:18:43 Diversification of portfolio; Walmart
00:21:23 Constellation Software Services; Mark Leonard
00:25:12 Frontline; Micheal Burry
00:29:56 Met coal vs. IPSCO; CONSOL Energy & AMR
00:35:46 Selling a stock; Walmart and Nifty 50 in 1970's
00:39:47 Portfolio concentration
00:41:22 What I Learned About Investing From Darwin by Pulak Prasad; Microsoft & Walmart
00:44:20 Guy Spier
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. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.
The interview host is an investor in Pabrai Funds and therefore has a financial interest in the funds’ performance, which creates a potential conflict of interest. The host was not compensated for this interview. The views expressed are those of the host and Mohnish Pabrai and do not constitute investment advice or a recommendation to invest.
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Mohnish Pabrai's Interview with The Investor’s Podcast on March 23, 2026
Mohnish Pabrai
17,970 views
Mohnish Pabrai's Interview with Stig Brodersen at The Investor’s Podcast on March 23, 2026.
00:00:00 Introduction
00:00:39 Berkshire Hathaway: Warren Buffett vs. Greg Abel
00:04:37 Greg Abel vs. Ajit Jain; Compensation at Berkshire
00:08:13 Investing horizon of 50-100 years; Berkshire Hathaway vs. S&P 500 index
00:09:46 Running my own company and team; Delegation and structuring
00:12:32 Pabrai Wagons ETF
00:13:22 Inner scorecard vs. Outer scorecard
00:16:14 Investing in Turkey; Micro trumps the macro
00:18:43 Diversification of portfolio; Walmart
00:21:23 Constellation Software Services; Mark Leonard
00:25:12 Frontline; Micheal Burry
00:29:56 Met coal vs. IPSCO; CONSOL Energy & AMR
00:35:46 Selling a stock; Walmart and Nifty 50 in 1970's
00:39:47 Portfolio concentration
00:41:22 What I Learned About Investing From Darwin by Pulak Prasad; Microsoft & Walmart
00:44:20 Guy Spier
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. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.
The interview host is an investor in Pabrai Funds and therefore has a financial interest in the funds’ performance, which creates a potential conflict of interest. The host was not compensated for this interview. The views expressed are those of the host and Mohnish Pabrai and do not constitute investment advice or a recommendation to invest.