Podcasts about pabrai

Mohnish Pabrai manages over $798 million dollars invested in 5 stocks in his portfolio at Pabrai Funds. In this video, we're covering all of his biggest public holdings.Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueMohnish Pabrai is the Investment Portfolio Manager of Pabrai Funds. He's a highly regarded valued investor who became personal friends with Charlie Munger after bidding for and winning a charity auction for lunch with Warren Buffett alongside fellow value investor, Guy Spier. Pabrai's portfolio is extremely concentrated and usually hidden - in fact, we can only see 4 holdings in the United States. Many people online think these are his only holdings, but they're wrong. Pabrai has at least one other international holding that's more secretive for US investors - although he's talked about it publicly in interviews. Watch Mohnish Pabrai's full interviews here:https://youtu.be/FFxUSADENrc?si=ZcWmXWzoc0I2kxoghttps://youtu.be/Kax8XnBU1ik?si=PlaW03NUd2lIUhFhhttps://youtu.be/EzMWPRx9-CY?si=anagrU4LmfZvNr6AThank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#mohnishpabrai #valueinvesting #valueinvestor #investing #stockmarket #investing2025 #stockmarket2025 #stockportfolio #mohnishpabraistocks #compounding #mohnishpabrai2025 #mohnishpabraistocks #pabriafunds #mohnishpabraiportfolio #mohnishpabraiportfolio2025

Mohnish Pabrai manages over $798 million dollars invested in 5 stocks in his portfolio at Pabrai Funds. In this video, we're covering all of his biggest public holdings.Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueMohnish Pabrai is the Investment Portfolio Manager of Pabrai Funds. He's a highly regarded valued investor who became personal friends with Charlie Munger after bidding for and winning a charity auction for lunch with Warren Buffett alongside fellow value investor, Guy Spier. Pabrai's portfolio is extremely concentrated and usually hidden - in fact, we can only see 4 holdings in the United States. Many people online think these are his only holdings, but they're wrong. Pabrai has at least one other international holding that's more secretive for US investors - although he's talked about it publicly in interviews. Watch Mohnish Pabrai's full interviews here:https://youtu.be/FFxUSADENrc?si=ZcWmXWzoc0I2kxoghttps://youtu.be/Kax8XnBU1ik?si=PlaW03NUd2lIUhFhhttps://youtu.be/EzMWPRx9-CY?si=anagrU4LmfZvNr6AThank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#mohnishpabrai #valueinvesting #valueinvestor #investing #stockmarket #investing2025 #stockmarket2025 #stockportfolio #mohnishpabraistocks #compounding #mohnishpabrai2025 #mohnishpabraistocks #pabriafunds #mohnishpabraiportfolio #mohnishpabraiportfolio2025

Kannst du durch simples Kopieren erfolgreicher Investoren an der Börse reich werden? In diesem Podcast analysiere ich die Strategie von Mohnish Pabrai und zeige, wie du von den besten Investoren der Welt lernen kannst. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q1Termin25 Aktien kann Jeder - jetzt testen: https://jensrabe.de/YTAKJ Optionen kann Jeder - jetzt testen: https://jensrabe.de/YTOKJ ALLE Bücher von Jens Rabe: https://jensrabe.de/buecherYT Nur für kurze Zeit. Solange der Vorrat reicht. Schaut auf dem Instagram-Account von Jens vorbei: @jensrabe_official https://www.instagram.com/jensrabe_official Börsen-News https://jensrabe.de/Q1NewsYT25

In today's episode, Shawn O'Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You'll learn what it means to circle the wagons in investing, how a few big decisions will end up mattering the most throughout your investment career, how GEICO changed Benjamin Graham's perspective on investing, why Nick Sleep told his investors to simply buy and hold three stocks, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor, plus so much more!  Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:59 - Why only 4% of Berkshire Hathaway's decisions over the years have explained most of Buffett's outperformance 08:52 - Which three stocks Nick Sleep told his investors to hold after winding down his fund 09:48 - Which types of stocks you'd want to circle the wagons around 10:10 - How GEICO changed Benjamin Graham's perspective on investing 17:19 - What Pabrai learned from having lunch with Warren Buffett 30:26 - Why great companies are not always great investments  37:55 - How the Patels built a motel empire across America 42:24 - What it means to be a Dhando Investor And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Mohnish Pabrai's book, The Dhando Investor. Pabrai's Circle the Wagons presentation. Pabrai's past interviews on The Investors Podcast Network: The Inner Score Card, Masterclass, Playing to Win, Value Investing and Philanthropy. Pabrai's profile in Richer, Wiser, Happier. Check out Richer, Wiser, Happier by William Green. Pabrai's presentation to Peking University students. Pabrai's Dakshana Foundation. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Facet Bluehost Fundrise Public Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Mohnish Pabrai manages over $900 million dollars invested in 10 stocks in his portfolio at Pabrai Funds. In this video, we're covering all 7 of his biggest public holdings worth $511 million. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValue Mohnish Pabrai is the Investment Portfolio Manager of Pabrai Funds. He's a highly regarded valued investor who became personal friends with Charlie Munger after bidding for and winning a charity auction for lunch with Warren Buffett alongside fellow value investor, Guy Spier. Pabrai's portfolio is extremely concentrated and usually hidden - in fact, we can only see 4 holdings in the United States. Many people online think these are his only holdings, but they're wrong. Pabrai has at least 4 other international holdings that are more secretive for US investors - although he's talked about some publicly in interviews. Watch Mohnish Pabrai's full interviews here: https://youtu.be/FFxUSADENrc?si=ZcWmXWzoc0I2kxog https://youtu.be/Kax8XnBU1ik?si=PlaW03NUd2lIUhFh https://youtu.be/EzMWPRx9-CY?si=anagrU4LmfZvNr6A Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) #mohnishpabrai #valueinvesting #valueinvestor #investing #stockmarket #investing2024 #stockmarket2024 #stockportfolio #mohnishpabraistocks #compounding

Mohnish Pabrai's favourite super investors have been Warren Buffett and Charlie Munger, but it was Charlie Munger who influenced one of Pabrai's most important ideas for value investing and business success: the concept of “cloning”.  Related video: Super Investor Bill Ackman Just Sold This Stock & Said This https://youtu.be/-xLCWUVV9Q0 Referenced investing book: The Dhandho Investor: The Low-Risk Value Method to High Returns, by Mohnish Pabrai (referral link): https://amzn.to/3RXwz2z Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Mohnish Pabrai's favourite super investors have been Warren Buffett and Charlie Munger, but it was Charlie Munger who influenced one of Pabrai's most important ideas for value investing and business success: the concept of “cloning”.  Related video: Super Investor Bill Ackman Just Sold This Stock & Said This https://youtu.be/-xLCWUVV9Q0 Referenced investing book: The Dhandho Investor: The Low-Risk Value Method to High Returns, by Mohnish Pabrai (referral link): https://amzn.to/3RXwz2z Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Referenced videos Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Mohnish Pabrai manages over $900 million dollars invested in 10 stocks in his portfolio at Pabrai Funds. In this video, we're covering all 7 of his biggest public holdings worth $511 million.

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners' intrinsic value in relation to Starbucks, Home Depot, and the company founders. Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Referenced video: Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners' intrinsic value in relation to Starbucks, Home Depot, and the company founders. Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Referenced video: Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund. Timestamps: 00:54 Why buy Microsoft & Amazon at the current market valuations? 03:54 Two truly exceptional businesses…  07:00 Microsoft: an almost indestructible franchise Related episodes: Mohnish Pabrai Buys Occidental Petroleum + These Stocks  https://youtu.be/LRtIBi2SUsw Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai's New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Recommended investing book: Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Dans ce 74e épisode, je fais la synthèse du livre « The Dhandho Investor » de Monish Pabrai publié en 2007 à partir de cinq éléments clés à retenir : 1. Risques + résultats + incertitude = ? 2. Investir à la Buffet! 3. Es-tu plus compétent·e que moi? 4. Comment trouver des idées d'investissement? 5. Six autres principes du Dhandho!   Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : ⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe⁠⁠⁠⁠   Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions. Page Facebook : ⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100088196588852⁠⁠⁠⁠   Tu pourras également y consulter l'analyse fondamentale des compagnies de la semaine.   Pour un accompagnement avec Christine Pelletier, conseillère en sécurité financière et représentante en épargne collective : https://gfmgroupe.com/service/489/offre-finances-fondamentales Gmail: ⁠⁠⁠⁠Financesfondamentales@gmail.com⁠⁠⁠⁠   Avertissement : Je ne suis pas conseiller financier et mes synthèses sont naturellement teintées par ma subjectivité. Tu dois effectuer tes propres recherches et développer TA littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de tes décisions financières personnelles.

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund. Timestamps: 00:54 Why buy Microsoft & Amazon at the current market valuations? 03:54 Two truly exceptional businesses…  07:00 Microsoft: an almost indestructible franchise Related episodes: Mohnish Pabrai Buys Occidental Petroleum + These Stocks  https://youtu.be/LRtIBi2SUsw Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai's New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Recommended investing book: Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Tiny.com Aktie: Das Internet Berkshire Hathaway mit Investoren wie Bill Ackman, Monish Pabrai

I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. Shameless cloning means a lot more than just copying the stock buys of great investors. See below timestamps: 00:34 How to be a good shameless cloner investor 04:32 Circle of competence and market mispricings 07:51 Knowing which rabbit holes to go down 11:25 There's always a bear market with opportunity somewhere  Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Reference videos: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 https://youtu.be/1xpY7-uyPqo Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I respond to parts of recent Mohnish Pabrai Q&As, in which Pabrai discusses his concept of being a shameless cloner investor, and how to go about it successfully. Shameless cloning means a lot more than just copying the stock buys of great investors. See below timestamps: 00:34 How to be a good shameless cloner investor 04:32 Circle of competence and market mispricings 07:51 Knowing which rabbit holes to go down 11:25 There's always a bear market with opportunity somewhere  Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Reference videos: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 https://youtu.be/1xpY7-uyPqo Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and how some of the greatest ever investors, Warren Buffett and Charlie Munger, learnt to find them over time. Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai Warns: Don't Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Why Mohnish Pabrai Sold Micron Technology Stock | MU Stock https://youtu.be/snHXxif4bmI Reference video: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I respond to a recent Mohnish Pabrai Q&A with Columbia Business School students, in which Pabrai discusses just how rare truly great investment ideas are, and how some of the greatest ever investors, Warren Buffett and Charlie Munger, learnt to find them over time. Related episodes: Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund https://youtu.be/dr75eoQRvcY Mohnish Pabrai Warns: Don't Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Why Mohnish Pabrai Sold Micron Technology Stock | MU Stock https://youtu.be/snHXxif4bmI Reference video: Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 https://youtu.be/ZrJA8q5Yixg Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai's last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more! Related episodes: Mohnish Pabrai's New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024 https://youtu.be/mi134c5X3ps Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's an update of the current stock portfolio in the Mohnish Pabrai Wagons Fund. There are now 20 positions, so there are quite a few stock additions since Pabrai's last update, including PayPal (PYPL), Microsoft (MSFT), Amazon (AMZN), Constellation Software (CSU), Brookfield Corp (BN) and more! Related episodes: Mohnish Pabrai's New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024 https://youtu.be/mi134c5X3ps Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla's Elon Musk, BYD's Chuanfu Wang, and Stelantis' Carlos Tavares. Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China). Related episodes Mohnish Pabrai Warns: Don't Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Reference video: Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 https://youtu.be/1xpY7-uyPqo Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla's Elon Musk, BYD's Chuanfu Wang, and Stelantis' Carlos Tavares. Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China). Related episodes Mohnish Pabrai Warns: Don't Compete With Elon & Tesla https://youtu.be/8gCgf383e4E Reference video: Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 https://youtu.be/1xpY7-uyPqo Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn't want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies. Tesla stock, TSLA stock. Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://youtu.be/q96AEurnR_M Reference video: Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023 https://youtu.be/IJwOjG5gwAw Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I discuss a recent Mohnish Pabrai Q&A in which he mentions that in business Elon Musk is an anomaly worth paying attention to, and that you wouldn't want to compete with his company Tesla. During the interview Pabrai discusses the importance of finding investing anomalies. Tesla stock, TSLA stock. Related episode: Mohnish Pabrai: How to Find Stock Compounders + My Thoughts https://youtu.be/q96AEurnR_M Reference video: Mohnish Pabrai's Q&A at Clemson University - Wall Street South Investment Club on November 13, 2023 https://youtu.be/IJwOjG5gwAw Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I investigate and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position. Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠ Related videos: Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023  https://youtu.be/jZKOk-hlo8I Mohnish Pabrai's Micron Tech Investment Thesis https://youtu.be/b0RrLmiTPRU Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

I investigate and discus why value investor Mohnish Pabrai sold his entire Micron Technology stock (MU stock) position. Pabrai explained his Micron Tech investment thesis in a recent video interview, and how that thesis changed for him. Fellow super-investor and Micron thesis collaborator Li Lu also sold his substantial Micron stock position. Join The Art of Value Patreon community for exclusive videos and more: ⁠https://www.patreon.com/TheArtofValue⁠ Related videos: Full Q&A: Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023  https://youtu.be/jZKOk-hlo8I Mohnish Pabrai's Micron Tech Investment Thesis https://youtu.be/b0RrLmiTPRU Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks.  Related episodes: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8 Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the most popular stocks that super investors, who are many of the top investment managers in the world, were buying during the past quarter, Q3 2023. We also take a closer look at some of those top stock picks.  Related episodes: Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/mWr4JNZR7z8 Alibaba Stock Earnings & My Thoughts on Crashed BABA Stock https://youtu.be/8P23n3c8Z3I Show your appreciation for The Art of Value by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50 Thomas Gayner - Markel Asset Management portfolio Related episode: Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Featured investment book: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (refferal link): https://amzn.to/47uztRB I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner.  See below timestamps: 00:00 Super investor portfolios - Fish where the fish are 00:52 Mohnish Pabrai - Pabrai Investments portfolio 03:58 Arch Resources (ARCH) 07:00 Chuck Akre - Akre Capital Management portfolio 12:57 Seth Klarman - Baupost Group portfolio 15:19 Tower Semiconductor Ltd (TSEM) 17:33 Clarivate PLC (CLVT) 18:50 Thomas Gayner - Markel Asset Management portfolio Related episode: Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI The Art of Value Livestream YT channel: Stocks Today With JJ https://www.youtube.com/@TheArtofValue Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Featured investment book: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green (refferal link): https://amzn.to/47uztRB I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own investment analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In this Stocks Today with JJ video: some current stock market news, this week's earnings calendar, Mohnish Pabrai's new stock buy, Santa Claus rally outlook, recent Healthcare and pharmaceutical stocks performance, Novo Nordisk stock (NVO), Eli Lilly stock (LLY), Boeing stock (BA) boost on major deal, Exxon (XOM) aims to become lithium producer for EV batteries, China Singles' Day sales and Alibaba stock (BABA), China's President Xi to meet Biden in US, Japan stock market news and Japan's Nikkei Index since the 1990 bubble, Warren Buffett's Japan investing. Stock market investing talk with JJ from The Art of Value: stocks, stock market investing, stock market news and more. Show your appreciation by buying JJ a coffee! https://www.buymeacoffee.com/jjprojects Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/4711500999688192 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own investment analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing metrics over time - competitive pressures 04:36 Significant Free Cash Flow but facing competition 06:13 Does the stock price drop mean big upside to come? 07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop? Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL stock worth buying because of this? Is PYPL a value stock or a value trap? Will PayPal stock outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing metrics over time - competitive pressures 04:36 Significant Free Cash Flow but facing competition 06:13 Does the stock price drop mean big upside to come? 07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop? Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33 Switching from BABA stock to Tencent, via Prosus 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 02:32 Why BABA and Tencent investments haven't worked so far 03:56 BABA and the too hard pile 05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma 06:23 Benefits of investing in smaller companies globally instead Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Investing Books mentioned: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer (referral link) https://amzn.to/44ZJk0f Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33 Switching from BABA stock to Tencent, via Prosus 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 02:32 Why BABA and Tencent investments haven't worked so far 03:56 BABA and the too hard pile 05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma 06:23 Benefits of investing in smaller companies globally instead Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Alibaba Earnings  - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Investing Books mentioned: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer (referral link) https://amzn.to/44ZJk0f Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates. Timestamps: 00:00 Michael Burry Intro 00:24 Michael Burry's 2 new big short positions 03:34 Burry's pessimistic outlook 04:40 Past and future SPY and QQQ 06:41 Burry's Q2 long stock investments 08:27 Burry's Q2 sold stocks 10:12 Deep value + macro investing 11:25 Net-flat market for next decade? 12:53 Final thoughts Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Guru Portfolios Q2 2023: Li Lu & David Tepper https://youtu.be/shsDsTjUQN8 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates. Timestamps: 00:00 Michael Burry Intro 00:24 Michael Burry's 2 new big short positions 03:34 Burry's pessimistic outlook 04:40 Past and future SPY and QQQ 06:41 Burry's Q2 long stock investments 08:27 Burry's Q2 sold stocks 10:12 Deep value + macro investing 11:25 Net-flat market for next decade? 12:53 Final thoughts Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Guru Portfolios Q2 2023: Li Lu & David Tepper https://youtu.be/shsDsTjUQN8 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the show, thanks! I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections. Timestamps: 00:00 Li Lu and David Tepper Intro 00:15 Li Lu portfolio overview 01:10 Micron Technology (MU) 02:29 East West Bancorp (EWBC) 02:53 Postal Saving Bank of China (SHA: 601658) 03:33 David Tepper portfolio overview 03:46 Nvidia (NVDA) 04:44 Tepper stock buys and sells 08:13 Alibaba (BABA) 10:20 Uber (UBER) 11:20 Pinduoduo (PDD) 11:48 Previous update: Pabrai, Akre, Klarman, Gayner Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a detailed look at the stock portfolio updates of two guru or superinvestors from Q2 2023: Li Lu of Himalaya Capital Management and David Tepper of Appaloosa Management. See timestamps below for investor sections. Timestamps: 00:00 Li Lu and David Tepper Intro 00:15 Li Lu portfolio overview 01:10 Micron Technology (MU) 02:29 East West Bancorp (EWBC) 02:53 Postal Saving Bank of China (SHA: 601658) 03:33 David Tepper portfolio overview 03:46 Nvidia (NVDA) 04:44 Tepper stock buys and sells 08:13 Alibaba (BABA) 10:20 Uber (UBER) 11:20 Pinduoduo (PDD) 11:48 Previous update: Pabrai, Akre, Klarman, Gayner Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections. Timestamps: 00:00 Guru portfolios Q2 2023 Intro 00:26 Mohnish Pabrai - Pabrai Investments 03:04 Alpha Metallurgical Resources (ticker: AMR) 07:00 Consol Energy Inc (stock ticker: CEIX) 08:25 Brookfield Corp (stock ticker: BN) 09:52 Micron Technology (stock ticker: MU) 10:58 Chuck Akre - Akre Capital Management 14:56 Thomas Gayner - Markel Asset Management 20:11 Seth Klarman - Baupost Group Related episodes: Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner https://youtu.be/PfnuMxrVAhc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See timestamps below for investor sections. Timestamps: 00:00 Guru portfolios Q2 2023 Intro 00:26 Mohnish Pabrai - Pabrai Investments 03:04 Alpha Metallurgical Resources (ticker: AMR) 07:00 Consol Energy Inc (stock ticker: CEIX) 08:25 Brookfield Corp (stock ticker: BN) 09:52 Micron Technology (stock ticker: MU) 10:58 Chuck Akre - Akre Capital Management 14:56 Thomas Gayner - Markel Asset Management 20:11 Seth Klarman - Baupost Group Related episodes: Crucial Reason Mohnish Pabrai is Buying Micron: OLIGOPOLY! | MU Stock https://youtu.be/moqHjmcItFg Everything Mohnish Pabrai Said About Investor Li Lu https://youtu.be/rqz0_soraHI Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Investor Seth Klarman on the Everything Bubble https://youtu.be/C4rs2M_lOKw Guru Portfolios: Buffett, Pabrai, Li Lu, Akre, Ackman, Tepper, Gayner https://youtu.be/PfnuMxrVAhc I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Using a referral link helps support the show, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pabrai offered his thoughts on investing mistakes and the reasons for the high average rate of investor errors, current Nvidia (NVDA) euphoria compared with Microsoft (MSFT) euphoria during the Dotcom Bubble, and what it takes to be a good investor. Timestamps: 00:00 Mohnish Pabrai Q&A intro 00:19 Investing mistakes and projecting Nvidia to infinity 01:20 Microsoft stock during and after the Dotcom Bubble 02:59 Amazon stock during and after the Dotcom Bubble 03.27 Nvidia rhyming with Dotcom Bubble era Mircosoft 05:11 The AI too hard basket and asking simpler questions 06:54 The other reason for high error rates in investing 07:58 What's needed to be a good investor Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023 https://youtu.be/tYtG7ZvMSjM The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pabrai offered his thoughts on investing mistakes and the reasons for the high average rate of investor errors, current Nvidia (NVDA) euphoria compared with Microsoft (MSFT) euphoria during the Dotcom Bubble, and what it takes to be a good investor. Timestamps: 00:00 Mohnish Pabrai Q&A intro 00:19 Investing mistakes and projecting Nvidia to infinity 01:20 Microsoft stock during and after the Dotcom Bubble 02:59 Amazon stock during and after the Dotcom Bubble 03.27 Nvidia rhyming with Dotcom Bubble era Mircosoft 05:11 The AI too hard basket and asking simpler questions 06:54 The other reason for high error rates in investing 07:58 What's needed to be a good investor Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory” https://youtu.be/QP496jwcumk Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi on June 14, 2023 https://youtu.be/tYtG7ZvMSjM The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Chairman & CIO of Ironhold Capital Siddharth Singhai speaks with legendary value investor Mohnish Pabrai. Mohnish Pabrai is the managing partner of the Pabrai Investment Funds. Pabrai Investment funds have grown to over $580 million AUM in the second quarter of 2019. The funds invest in public equities utilizing the “Munger/Buffet Focused Value" investing approach. Since inception, the fund has outperformed market indices and most investment managers. During the interview, Mr.Pabrai explains his investment methodologies and some experiences and lessons he has learned from various investments he made in the past. He talks about some mistakes he made as well as what he has learned from more than 20 years in the field as a value investor.

A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire Hathaway), Mohnish Pabrai, Li Lu, Chuck Akre, Bill Ackman, David Tepper, and Thomas Gayner. See below for timestamps for investor sections, and related episodes. Timestamps: 00:00 Intro 00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway     05:15 Mohnish Pabrai - Pabrai Investments 09:00 Li Lu - Himalaya Capital Management 12:08 Chuck Akre - Akre Capital Management 15:40 Bill Ackman - Pershing Square Capital Management 16:59 David Tepper - Appaloosa Management 19:49 Thomas Gayner - Markel    Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Mohnish Pabrai's thoughts on Constellation Software and Mark Leonard https://youtu.be/HR_gJ6WOe60 Investor Li Lu is Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The AI Race is ON! Google Showcases New AI Products https://youtu.be/xL7MvGAjdew Is OpenAI ChatGPT Disrupting Google? Founders Come Back! https://youtu.be/7dLT_CDITmg I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Recommended book - mentioned in this episode: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, by William Green (refferal link) https://amzn.to/3WGcleJ Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

A look at the portfolio updates of seven guru or super-investors from Q1 2023. The investors include Warren Buffett (together with Charlie Munger at Berkshire Hathaway), Mohnish Pabrai, Li Lu, Chuck Akre, Bill Ackman, David Tepper, and Thomas Gayner. See below for timestamps for investor sections, and related episodes. Timestamps: 00:00 Intro 00:15 Warren Buffett & Charlie Munger - Berkshire Hathaway     05:15 Mohnish Pabrai - Pabrai Investments 09:00 Li Lu - Himalaya Capital Management 12:08 Chuck Akre - Akre Capital Management 15:40 Bill Ackman - Pershing Square Capital Management 16:59 David Tepper - Appaloosa Management 19:49 Thomas Gayner - Markel    Related episodes: Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Warren Buffett Interview: Banking Crisis? - Highlights https://youtu.be/2ysbmHbVVYs Mohnish Pabrai's thoughts on Constellation Software and Mark Leonard https://youtu.be/HR_gJ6WOe60 Investor Li Lu is Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The AI Race is ON! Google Showcases New AI Products https://youtu.be/xL7MvGAjdew Is OpenAI ChatGPT Disrupting Google? Founders Come Back! https://youtu.be/7dLT_CDITmg I Just Bought Tesla Stock for the 1st Time! https://youtu.be/YX76lZBp8X4 Recommended book - mentioned in this episode: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, by William Green (refferal link) https://amzn.to/3WGcleJ Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Navigating the investment landscape can be a daunting task. It's easy to feel like you're constantly making the wrong moves and not achieving your financial goals. This episode brings you the wisdom of legendary investor Mohnish Pabrai, who shares his insights on overcoming these hurdles and achieving success in investing.Here's what you can expect from this episode:Understanding Cognitive Biases Time Marker: (01:44): Our brains, evolved over millennia, are not naturally wired for investing. Mohnish Pabrai explains how understanding our cognitive biases can help us become better investors.The Importance of Patience Time Marker: (03:28): Successful investing requires a long-term approach and a willingness to hold on to great businesses. Pabrai shares his thoughts on why patience is a virtue in investment.Lifelong Learning Time Marker: (05:04): The investment landscape constantly changes. Pabrai emphasizes the significance of continual learning in staying ahead in the investing game.By the end of this episode, you'll better understand how to navigate the investment landscape and make more informed decisions. So, tune in, take notes, and let's embark on this journey to financial growth together.Don't forget to share this episode with your friends and colleagues who might find it useful. And if you enjoyed this episode, please leave us a review. Your feedback helps us improve and reach more people like you.YoutubeSupport the showDo you want to support the podcast team? Join the LSG2G Newsletter as a paying member: Link

In this episode I summarize and discuss Mohnish Pabrai's recent comments on serial acquirer company Constellation Software, and its legendary founder CEO Mark Leonard. Pabrai had many positive things to say about the company and its future prospects. I also discuss Topicus, a recent spin-off from Constellation software. Relevant stock tickers: CSU.TO TOI.V  Related episodes: Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU The Investor's Podcast: TIP550 Mohnish Pabrai on The Power of Compounding  https://youtu.be/HR_gJ6WOe60 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

In this episode I summarize and discuss Mohnish Pabrai's recent comments on serial acquirer company Constellation Software, and its legendary founder CEO Mark Leonard. Pabrai had many positive things to say about the company and its future prospects. I also discuss Topicus, a recent spin-off from Constellation software. Relevant stock tickers: CSU.TO TOI.V  Related episodes: Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU The Investor's Podcast: TIP550 Mohnish Pabrai on The Power of Compounding  https://youtu.be/HR_gJ6WOe60 The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message

Buffett, Munger, Pabrai & Greenblatt zijn de grootste goeroes en allen fan van spin-offs. De wetenschap is er ook duidelijk over: spin-offs zijn goud. Elke belegger krijgt er vroeg of laat mee te maken. Wat is een spin-off en hoe kan je er van profiteren? Samen met Thijs Nijenhuis duiken we diep in deze magische wereld en blikken we kort vooruit op de aankomende spin-offs van Alibaba.Check Thijs zijn Youtube kanaal hier en zijn LinkedIn hier.Koop hier mijn boek Aandelen selecteren als een pro.Word onderdeel van een actieve community, waar je jouw bevindingen deelt met anderen en serieuze discussies voert over cijfers, waarderingen, nieuwe kansen en nog veel meer. Bovendien krijg je toegang tot diepgravende podcast analyses waarin Rowan een bedrijf volledig doorlicht met ons bekende beleggingsmodel. Tot slot lees je over de bedrijven die Rowan in portefeuille heeft en de afwegingen die hij maakt.  Meld je hier aan voor het lidmaatschap.Wil jij beter worden in het begrijpen van de financiën en het waarderen van bedrijven? Klik dan hier voor de videocursus financiën en waarderen:Daarnaast heb ik een breed aanbod van Trainingen en Masterclasses waar je aan deel kan nemen. Kijk hier voor het actuele aanbod.Elke zondagochtend wakker worden met lessen die jou een betere belegger maken? Schrijf je gratis in op de beleggersbrief.Kan je er geen genoeg van krijgen? Volg me ook op Instagram of LinkedIn. Disclaimer: Beleggen brengt risico's met zich mee. Je kan (een deel van) je inleg verliezen. Ik geef geen financieel advies en de content op dit kanaal is expertise vrij. Denk altijd zelf na voordat je een beslissing maakt.

Monsoon Pabrai has the distinction of being the second female and youngest guest I have had on the podcast. Monsoon brings a unique perspective on investing from having grown up in the industry, and she joins us to share how she is making her own way and the impact her father has had on her investing style. Monsoon is the Managing Partner and Portfolio Manager of Drew Investment Management, plus you may recognize her as the daughter of past podcast guest and investor Mohnish Pabrai. I am very excited to share my conversation with Monsoon Pabrai with you.Investing the Templeton Way with Lauren Templeton is a podcast that explores the world's most intriguing investment topics from the overseas markets to mastering our own minds. Gather investment wisdom and educate yourself as you listen to interviews with exclusive managers, executives, and entrepreneurs on a wide range of engaging topics.Review the full show notes and transcript at investingthetempletonway.com/12.The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

This episode is a summary of the destination analysis part of investor Mohnish Pabrai's investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: 00:00 Micron destination analysis intro 00:47 Memory chip oligopoly 01:13 Future earnings potential 01:53 Not caring about one quarter or a year 02:35 Market value upside 03:09 Portfolio allocation Directly related episode: Mohnish Pabrai's Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY! https://youtu.be/moqHjmcItFg Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

This episode is a summary of the destination analysis part of investor Mohnish Pabrai's investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries. Timestamps: 00:00 Micron destination analysis intro 00:47 Memory chip oligopoly 01:13 Future earnings potential 01:53 Not caring about one quarter or a year 02:35 Market value upside 03:09 Portfolio allocation Directly related episode: Mohnish Pabrai's Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY! https://youtu.be/moqHjmcItFg Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

This episode is a summary of part of investor Mohnish Pabrai's investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries. Related episode mentioned in this episode: Mohnish Pabrai's Micron Technology ($MU) Investment Thesis Update: Destination Analysis https://youtu.be/RX1rMlTT2Tk Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

This episode is a summary of part of investor Mohnish Pabrai's investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. The company is in the business of designing and manufacturing digital memory and storage products for multiple industries. Related episode mentioned in this episode: Mohnish Pabrai's Micron Technology ($MU) Investment Thesis Update: Destination Analysis https://youtu.be/RX1rMlTT2Tk Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai's portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time. Timestamps: 00:00 Intro 00:14 Mohnish Pabrai's stock portfolio 02:17 Brookfield Asset Management Inc 04:08 Why did Pabrai buy BAM stock? Related episode: Mohnish Pabrai's Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

Investors such as Mohnish Pabrai who manage portfolios over $100 million have recently filed their 13F Q3 2022 updates. In this episode I look at Pabrai's portfolio changes for the quarter. Mohnish bought some stock of Brookfield Asset Management (BAM) in Q3, so I consider some reasons he might have initiated the position at this time. Timestamps: 00:00 Intro 00:14 Mohnish Pabrai's stock portfolio 02:17 Brookfield Asset Management Inc 04:08 Why did Pabrai buy BAM stock? Related episode: Mohnish Pabrai's Micron Tech Investment Thesis and MU Q4 2022 Earnings Update https://youtu.be/b0RrLmiTPRU #investing #stockmarket #stocks Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

There is no denying the passion that ecfirst's CEO, Ali Pabrai has for cybersecurity. In this ISACA Podcast, Ali tells ISACA's Hollee Mangrum-Willis that after all his years in the industry, he is still more excited than a two-year-old at the entrance to Disneyland. Listen in as Ali discusses his origin story as a first-generation American working for Fermi National Accelerator Laboratory, creating a startup soon after the new millennium and how he has balanced all his career accomplishments while raising a neurodivergent child. Tune in now to hear about why Ali thinks we should compare the human body to cybersecurity and much more! To learn more about Ali, please visit: https://www.linkedin.com/in/pabrai/ To learn more about OneInTech, please visit: www.oneintech.org To listen to more ISACA Podcasts, please visit: www.isaca.org/podcasts

Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss what the big name investors were buying in Q2 of 2022. We cover names such as Buffett, Spier, Pabrai, Ackman, Burry and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.

IN THIS EPISODE, YOU'LL LEARN00:02:41 - How an introduction from Warren Buffett led to Mohnish's friendship with Charlie Munger.00:04:46 - What it's been like to hang out with Charlie over the last 14 years. 00:15:45 - How Warren and Charlie have succeeded by being voracious “learning machines.”00:18:59 - How Warren and Charlie differ from each other as investors.00:22:12 - How Charlie figured out that Li Lu would be one of the greatest investors of our time.00:42:34 - Why it's helpful to know that even the best investors are wrong a third or half of the time.00:43:18 - How a checklist and other “circuit breakers” can help you to reduce your error rate.01:00:53 - Why Mohnish and Charlie believe it's a huge competitive advantage to be ethical.01:03:56 - How Mohnish decides whether or not to build a relationship with someone. 01:12:55 - How he's changed, becoming more committed to serving others as selflessly as possible.01:15:19 - What Mohnish figured out about how to parent his daughters.01:24:01 - How the power principles he learned from David Hawkins have changed his life.01:25:16 - Why it's so valuable to be candid and to “bare your soul.”01:39:52 - Where Mohnish wants his ashes to be scattered after he dies.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESMohnish Pabrai's website, Chai with Pabrai.Mohnish's book, The Dhando Investor.Learn more about Mohnish's Dakshana Foundation.Stig Brodersen's latest interview with Mohnish about stock investing.William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.Mohnish explains how “Richer, Wiser, Happier” transformed his investing approach.David Hawkins' books “Power vs Force,” “Letting Go,” and “The Eye of the I.”William Green's Twitter.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Find Pros & Fair Pricing for Any Home Project for Free with Angi.Invest in crypto and trade it without tax headaches with AltoIRA.Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more!Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.Try out Rhoback's performance polos, q-zips, or hoodies and bring a new meaning to the word comfortable. Use the code STUDY and get 20% off your first order.Get a FREE Wealth Protection Kit and learn how thousands are protecting their retirement savings and adding $10,000 (or more) in free Silver with Goldco.Personalize your plans in improving your metabolism, reducing stress, improving sleep, and optimizing your health with InsideTracker. Use discount code TIP to get 20% off the entire InsideTracker store.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Depend on RBC Wealth Management's investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.Meet every business challenge -- from point of sale to eCommerce, staff management, business operations, costumer solutions, and so much more by using Square's customized and connected tools.Get 50% off Remote's full suite of global employment solutions for your first employee for three months. Just visit remote.com and use promo code WSB.Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.New to the show? Check out our We Study Billionaires Starter Packs.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the US, EU and USA boycott of Russian oil and gas and what it means for oil prices and the global economy. Plus we talk about Amazon's new $10B buyback and Biden's new crypto-based executive order. The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.

When to SELL your stocks? Mohish Pabrai (Next Warren Buffett Explains) Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://www.youtube.com/channel/UCn6TvLMOvNdawu-ii6i9ubw

Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Buffett, Burry, Spier and Pabrai's 13F filings as well as diving into Charlie Munger's latest thoughts from the Daily Journal shareholder meeting. Oh and of course we talk about inflation... Submit your audio clips: younginvestorspodcast@gmail.com The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.

Saya membahas kisah inspiratif dari Mohnish Pabrai, yang seringkali dikenal sebagai peniru Warren Buffet. Dari tahun 2008 hingga 2018, perusahaan investasi miliknya mampu memberikan imbal hasil 1.204 persen dibandingkan indeks S&P 500 yang hanya 159 persen. Kecintaan dan kekagumannya pada sosok Warren Buffet membuat Pabrai banting setir dari founder perusahaan teknologi menjadi perusahaan investasi yang sukses.

[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Spawners: 00:49 Shameless Cloning: 04:04 Uber Cannibals: 05:46 How to invest in Free Lunch Portfolio?: 09:15 Free Lunch Portfolio Returns Till Date: 09:43 Free Lunch Portfolio CBM Tracker: 11:15 Mohnish Pabrai - Free Lunch Portfolio 2022: http://www.chaiwithpabrai.com/blog/2022-free-lunch-portfolio CBM - Free Lunch Tracker: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing We have learned a lot from Mohnish Pabrai (episode link) and Dhandho Investor is one of our favourite books. Mr. Pabrai has a free lunch portfolio in which he provides stocks updates on an annual basis. What is a free lunch portfolio? You are getting stock picks from a super investor FOR FREE! His goal with the Free Lunch is to provide a list of buy and hold 15 compounders for long stretches of time, giving them plenty of room to ride. It's a 'set it and forget it' type of portfolio. There are three categories: 1. Spawners 2. Shameless Cloners 3. Uber Cannibals Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit's Newsletter: https://atitkothari.substack.com/ Tapan's Newsletter: https://tapandesai.substack.com/ Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. Outro Music: Mayur Jumani --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cold-brew-money/message

Guy Spier (nacido el 4 de febrero de 1966) es un inversor con sede en Zúrich. Es el autor de 'La educación de un inversor de valor' que ha vendido más de cincuenta mil copias y ha sido traducido a más de nueve idiomas. Spier es el administrador del Aquamarine Fund, con 350 millones de dólares en activos. Es bien conocido por hacer una oferta de 650.100 dólares con Mohanish Pabrai para un almuerzo benéfico con Warren Buffett el 25 de junio de 2008. (Que por si no lo conoces, Pabrai es un inversor indio que también basa su filosofía de inversión en el value investing). Twitter: https://twitter.com/LInversores Instagram: https://www.instagram.com/gardieles/ Spotify: https://open.spotify.com/show/43y3NRBMvZn43igN4yQDz9?si=9GtlUYDfQHWJoTyHUgPvZw Apple Podcast: https://podcasts.apple.com/es/podcast/gardieles/id1494217471 Ivoox: https://www.ivoox.com/podcast-gardieles_sq_f11091823_1.html --- Support this podcast: https://anchor.fm/luis-pizarro/support

En este nuevo podcast de Oportunidades en Bolsa hablamos sobre la empresa en la que están invirtiendo los mejores gurús del mercado, Charlie Munger, Ron Baron, John Paulson, Mohnish Pabrai, Ken Fisher y Chris Davis entre otros, y conoceremos cómo están acumulando acciones.

TL DR: Hanya 4 saya mengerti :P

A comprehensive value investing framework for the individual investor In a straightforward and accessible manner, The Dhandho Investor lays out the powerful framework of value investing. Written with the intelligent individual investor in mind, this comprehensive guide distills the Dhandho capital allocation framework of the business savvy Patels from India and presents how they can be applied successfully to the stock market. The Dhandho method expands on the groundbreaking principles of value investing expounded by Benjamin Graham, Warren Buffett, and Charlie Munger. Readers will be introduced to important value investing concepts such as "Heads, I win! Tails, I don't lose that much!," "Few Bets, Big Bets, Infrequent Bets," Abhimanyu's dilemma, and a detailed treatise on using the Kelly Formula to invest in undervalued stocks. Using a light, entertaining style, Pabrai lays out the Dhandho framework in an easy-to-use format. Any investor who adopts the framework is bound to improve on results and soundly beat the markets and most professionals. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/samip-ghimire/support

Have you ever cloned another investor? As the name implies, cloning refers to the strategy of following or copying the ideas of famous investors or fund managers. Most investors believe this is an ethical strategy, and Rule #1 investors actually take advantage of the fact that we can clone or follow expert investors.  This idea of cloning goes all the way back to when Warren Buffett first started watching Ben Graham’s investing strategies, and other investing gurus openly stating that they cloned other great investors that came before them. Mohnish Pabrai, for instance, is one of the more successful investors out there. He is a shameless cloner and follower of Warren Buffett and Charlie Munger. In fact, Pabrai once famously stated that “Thou shall be a shameless cloner.”  Although, the best investors in the world know that cloning is only an efficient strategy when you do your own research on top of that. But what tools will help you successfully clone experts? One of the most popular tools which I discuss today is Dataroma, to track stock picks and portfolios of legendary value investors such as Warren Buffett. The data is consolidated, categorized and presented in an easily accessible format. What you should look out for while analyzing investors in these tools is how many stocks they own. If an investor owns less than 20 companies, for example, they’re almost certainly a Rule #1-style investor. Only clone investors with this characteristic—investors who stick to a few stocks and are passionate about those companies. Because this means they’re putting in 5% of their portfolio on average into one business, which is a scary thought for the vast majority of people who manage money. They don’t want to get committed to anything because they don’t have that level of certainty, and they’re not doing that kind of research.  This week, I discuss these tools and the process of cloning in-depth, and discuss why this could be an effective strategy if done correctly.  Learn more about finding quality stocks to invest in with my Four Ms for Successful Investing Guide. Click here to download: https://bit.ly/39fTzUK Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we talk about the importance of being patient in business. As entrepreneurs, it is easy to fall into the comparison trap and want to move as quickly as possible. Eric talks about the similarities between compound interest and business success and why a slow and steady approach is the best-kept secret out there.  TIME-STAMPED SHOW NOTES: [00:21] Before we jump into today’s interview, please rate, review, and subscribe to the Leveling Up Podcast! [00:29] The comparison trap that many entrepreneurs tend to fall into. [01:27] Avoid comparing yourself with someone who has been in business for longer than you.  [01:40] The magic number of years it takes to really see success and gain traction. [03:08] Experience compounds in the same way interest does, so be patient! [03:53] What Eric has learned from trying to achieve things too quickly. [04:59] There is no such thing as quick success, despite how it may appear.  [05:39] Pre-order Eric’s book from your favorite bookseller.   Resources From The Interview:     Albert Einstein Warren Buffett Chai with Pabrai     Leave Some Feedback:     What should I talk about next? Who should I interview? Please let me know on Twitter or in the comments below. Did you enjoy this episode? If so, please leave a short review here Subscribe to Leveling Up on iTunes Get the non-iTunes RSS Feed     Connect with Eric Siu:      Growth Everywhere Single Grain Eric Siu on Twitter    

I had the pleasure of interviewing Mohnish Pabrai for episode #11 of the Circle of Competence podcast. In this wide-ranging conversation, we covered concepts far and wide: - reflections on internal 'mapping' and what makes each one of us 'tick' - 'entrepreneurship as arbitrage' - Mohnish's early days of entrepreneurship with TransTech and his best investment ever - Mohnish's investment framework - Mohnish's lessons learned in 2020 - Mohnish's book list - Mohnish's amazing work with the Dakshana Foundation, which seeks to invest in the education of promising youth in India and 'break the shackles of poverty permanently.' I'd highly recommend checking out his personal website, Chai with Pabrai, for all of his book recommendations, past interviews, and books he's authored. Mohnish is a wealth of information when it comes to investing and business history and this episode clearly illustrated his ability to adapt over time, digest huge amounts of information, and make clear decisions based on available data. I hope you enjoy this one as much as I did! -- ABOUT THE PODCAST: Hi, I'm Benton Moss. I launched The Circle of Competence Podcast in June 2020 to focus on entrepreneurship and investing, and explore each guest's unique journey. From real estate to technology to public equities to small business investing and more, I hope this podcast will be a wide-ranging exploration of what it takes to be a successful entrepreneur, operator, and investor in today's competitive world. SUBSCRIBE: iTunes: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6BW1ZZC6SLVA6U09KBf5br?si=cP15zhyWSwCw832NttMR9A FOLLOW: Website: https://circleofcompetence.co Twitter: https://twitter.com/benton_moss --- Support this podcast: https://anchor.fm/the-circle-of-competence/support

We’re talking Weird combinations today- Crazy ice cream flavours, Flavours that went wrong, hard times in a business and shutting shop, peaks in a business and being able to ask for premium prices. Mr. Kunal Pabrais Partner at K N and Co the organization behind the legendary ice cream brand Tulikas and most recently, Pabrais, an ice cream parlour spread across 22 cities in India and known for its natural flavours. Crises, Survival, Management lessons from a manufacturing company, Being crazy and loads of ice cream on this episode of Voice of Achievers. Skip to your favourite part: 2.30- Breaking myths about ice creams & the coronavirus cure flavour 4.05- Shifting mindset from employee to owner 7.00- Transitioning and managing 2 jobs for a year 8.05- Identifying Strengths and Opportunities 9.50- Shutting down a factory & Dealing with Uncertainty 12.00- Crisis Management, Worse case Scenarios & Strategic Planning 14.02- Debt & Credit Theory 17.06- 3 Pillars of Business & Dictating terms 18.12- Of Discounts & the Power of Experience 21.15- The Power of Community 23.02- Franchise Model Pros and Cons 25.45- Setting up Processes and Systems 28.00- Creating Customer Experience & Survival 32.40- Dealing with relationships in family businesses 35.15- Pricing Products and Experiences 38.05- The Bottleneck of your Business 39.00- A Crazy Ice Cream Story & Innovating   Original Music by Joseph Mc Dade Don’t forget to follow us on Spotify, Sticher, Apple, Google, JioSaavn, Gaana or wherever you get your podcasts from! Drop us a note on Instagram, Facebook, LinkedIn or Twitter @voice_of_achievers Or write in directly to editor@voiceofachievers.com We’re listening to you. You can follow us and leave us feedback on Facebook, Instagram, and Twitter @eplogmedia, For partnerships/queries send you can send us an email at bonjour@eplog.media. DISCLAIMER: The views expressed on all the shows produced and distributed by Ep.Log Media are personal to the host and the guest of the shows respectively and with no intention to harm the sentiments of any individual/organization.     See omnystudio.com/listener for privacy information.

Graftech Stock Analysis - Possible PE ratio of 1 stock!!! Pabrai is Buying! I dig into Graftech, it is a very interesting stock to buy but there are also concerns which is normal. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

One of today's foremost value investors, Mohnish Pabrai joined GuruFocus to share his insights and discuss recent portfolio moves. Pabrai, the founder of California-based Pabrai Investment Funds and Dhandho Funds, went into why he has shifted most of his $1 billion portfolio from the U.S. to India, and disclosed that he made new investments in Turkey and South Korea. He also described what drove his fourth-quarter investment in U.S. company Micron Technologies. Regarding his investment style, the Buffett disciple talked more about some of his key concepts, including price-earnings ratio of 1 stocks, his checklist and the No. 1 mistake investors make.

This week on InvestED we’ll continue our conversation about Mohnish Pabrai. We focus on Investing Checklists like those of Pabrai, Munger and others, and we will talk about the importance of utilizing them when seeking out wonderful businesses on sale. For show notes and more information, visit investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com On this week’s episode we talk about different value investors, namely the greats like Charlie Munger and Warren Buffett, and how they’ve given way to other incredible value investors like Mohnish Pabrai. We’ll learn why Munger actually invited Mohnish up on stage at his annual meeting and we’ll talk about how Pabrai’s investing contrasts with his fellow value investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

I was shocked! A recent article by Seeking Alpha proclaims the death of value investing.  Hi. I am Dr. Scott Brown.  I am the Rhodes Society co-founder along with wealth attorney Daniel Hall, JD. Check out our cutting-edge investment club over at Rhodes Society dot org. The bible of value investing is Security Analysis by Columbia finance professor Benjamin Graham.  He printed the first edition in 1934 with less well known fellow faculty member David Dodd. They pencil out a three-point model to explain the valuation of common stock.  The first is the dividend rate and record. Zealots point out that dividend yield should be at least two thirds of investment grade bond yields according to the Graham and Dodd original recipe.  The second is the earning power in the income statement.  This is measured by earnings yield which is also called the earnings per share or EPS.  A company with deep value would have an EPS at least double triple A bond yields and a price no greater than sixteen times earnings.  The third is the asset value in the balance sheet.   Debt should not be greater than two-thirds liquidation book value according to the value investing bible.  Another Ben Graham strategy is to scour bargain basement lists of firms with share prices trading below net asset value.  Bestselling financial author and famed value investor Mohnish Pabrai calls companies trading below liquidation value to be “net-net” opportunities. In the United States today valuations are so high that not a single firm qualifies as a deep value net-net opportunity from the Dodd and Graham filter according to GMO, a well-known investment firm.  Does this mean that value investing is dead? Friedrich Nietzsche famously stated that God is dead.  The philosophical genius was not trying to draw followers away from Christianity. What he meant was that individual members of society must think for themselves rather than be led around by Dogma dictated by Church leaders.  At the time the Catholic church was the largest component of the European political economy.  Nietzsche was also living during the inception of Lutheran protestant Germany.  And these two forces dictated what roads scientists could safely purse.  Doctor Nietzsche writes that freedom is won in independently deciding right or wrong on the path to determining one’s definite major purpose in life. Professor Nietzsche admitted that neither task is easy.  Socrates said much the same in a different way.  He taught that a life unexamined was not worth living.  Greek society did not like him for it. He was sentenced to death as a radical.   The pinkos didn’t pick up Socrate’s message either. Marx’s partner in crime Engel felt that a life without women wasn’t worth living. And by the way I prefer Bill and Ted’s pronunciation of Socrates.  Trust me.  The American pronunciation is wrong.  Panayiotis Theodossiou is a finance professor and Dean of the Faculty of Management and Economics at the Cyprus University of Technology. He is also an expert on Socrates.  And when he says Socrates in Greek it doesn’t sound anything like what comes out of our American mouths.  Both of these “think for yourself” philosophers described the introspective philosophy of famed value investor Warren Buffett exactly. The danger with the deep value filters employed by such financial professionals as GMO is that the dogma of value investing obscures true independent analyses.  Esteemed value investor Mohnish Pabrai explains that such intensive stock research can be injurious to your financial health in a YouTube video of the same title.  He describes an important lesson from Charlie Munger who noticed how quickly bias formed in the minds of Berkeley law students arguing cases in class. Munger points to a best ideas fund by that experienced dismal returns because of bias.  How can we eliminate bias from our independent financial analysis of the stocks we buy and sell as investors? Mohnish Pabrai offers up a simple hack. First spend very little time on a given company.  Buffett trained himself at the beginning of his career by scanning each page of the Moody’s manual which summarizes the key information of thousands of stocks one page per firm. As a mature investor Warren Buffett enjoyed stellar returns in Korea.  He purchased shares of firms he did not know in exact detail.  He discovered these opportunities by rapidly scanning through a manual with thousands of stocks with summary information of each firm on one page.  The Japan Company Handbook is another example.  Buffett will scan tens of thousands of companies a year across different stock markets around the world.  Pabrai points this out to emphasize that Buffett does not spend much time analyzing a particular company. “It has to be a stock that just stops you in your tracks” he explains “a hundred thousand in book value trading at forty thousand making twenty-five thousand a year.  Many firms are scanned but very, very few are chosen.   Those that are chosen must have a pattern that hits Buffett over the head with a two by four. Warren Buffet typically decides “no” after scanning a company in ten seconds.  Mohnish discovered from reading Berkshire Hathaway letters to shareholders the importance of being extremely selective.  This frees up a lot of time for Pabrai to intensively study just a few businesses after scanning a lot of stuff on the horizon before letting it in.  Once a company really grabs him then and only then does he take the time to really get to know it.  Case in point is that he spent two months studying General Motors and Fiat Chrysler which both had unusual traits.  He earned eleven hundred percent on his value investments from two thousand to twenty thirteen.    Some stock investing opportunities come through the door that are obvious no-brainers.  Warren Buffett when approached with the opportunity to buy Dairy Queen was able to make an offer in a half an hour because of the clarity that arises from this approach.  Make sure you pick up Security Analysis by Graham and The Dhando Investor by Mohnish Pabrai on Amazon.  Both are excellent reads that will help you understand Buffett better.  Then google “Warren Buffet Letters to Shareholders.”  That’ll get you to the right part of the Berkshire Hathaway website to download and read each free of charge.  Don’t forget to pick up the book “The Big Short” by Michael Lewis for a raw look at the stinking armpit of Wall Street. And for fun watch the nineteen eighty-nine Keanu Reaves flick “Bill & Ted's Excellent Adventure.” What’s the monster takeaway from this podcast?  And it is a monster.  It’s vital to your financial health to flip through summaries of thousands of companies from time to time.  And the more mindless you make it the better.  This gives you a shot at tapping your unconscious mind.  These summaries may be complicated data gleaned from the financial statements.  Or they can be simple price and volume data charted over time.  You choose.  But I ask you this.  Do you want monster paydays? Either way you must sit and stare with sparkly eyes.  And very good things only come to investors who stare at goats.    Book List: Security Analysis Dhando Investor Buffett Letters to Shareholders Bill and Ted movie. 

Monish Pabrai ist einer der erfolgreichsten Investoren der jüngeren Geschichte. Gelernt von Warren Buffett hat er sich wissbegierig weiterentwickelt, ständig seine Entscheidungen auf Fehler gecheckt, Systeme analysiert und seine Investmentstrategien umgestellt. Wie er das gemacht hat, kannst Du in seinem Buch: "Der Dhandho-Investor - Value Investive auf Indisch" nachlesen. Hier gehts zum Buch (aktuell allerdings nicht bestellbar): http://amzn.to/2nbkBq9 Hier kannst Du Dein kostenloses Exemplar von Deinem Wohlstands-Code herunterladen: http://www.richtig-reich.com/ebook/ Richtig Reich – ist DER Podcast für finanziellen Erfolg, Lifestyle und Lebensqualität. Aber Vorsicht! Alles, was Du hier hörst, wird Auswirkungen auf Dich haben und nur, wenn Du eine starke Persönlichkeit hast, wirst Du hier Deinen maximalen Nutzen finden! Du suchst nach bewährten Lösungen für Deinen Vermögensaufbau und Dein finanzielles Wachstum? Du möchtest wissen, welche erfolgreichen Investmentstrategien Profis nutzen? Du willst nichts dem Zufall überlassen und in der Lage sein, die richtigen Entscheidungen für die Erreichung Deiner finanziellen Ziele zu treffen? Dann wirst Du hier „Richtig Reich“. Ich lasse Dich an meinen über 20 Jahren Erfahrungen im Investmentgeschäft mit den wirklich vermögenden Menschen teilhaben. Meine Interviewgäste sind die Elite ihrer Branche. Mit ihnen spreche ich für Dich über mentale Einstellungen, über ihr Verständnis von Investment und natürlich über LUXUS und Lifestyle in all seinen Formen. Es wird eine spannende Reise, zu der ich Dich herzlich einlade. Dein Ticket = Abbonieren. Hast Du Fragen oder Kritik, möchtest Du ein Thema in den Podcast bringen, schreib mir einfach eine Nachricht an: sl@barthel-lorenz.com Wenn Dir die Folge gefallen hat, freue ich mich über Deine Bewertung und eine Rezension. Das hilft auch anderen, sich für diesen Podcast zu entscheiden. Glaubst Du, dass Deine Freunde oder Deine Familie von diesem Podcast profitieren können, erzähl es weiter. So kannst Du anderen Menschen zeigen, wie sehr Du Dich für sie und ihren Erfolg interessierst.  Hier ist der Link zum Podcast, schicke ihn einfach weiter: https://itunes.apple.com/de/podcast/richtig-reich-der-investment-podcast-mit-sven-lorenz/id1278599316?mt=2 Danke und herzlichen Gruß Dein Sven               „Sven Lorenz ist Teilnehmer des Partnerprogramms von Amazon EU, das zur Bereitstellung eines Mediums für Websites konzipiert wurde, mittels dessen durch die Platzierung von Werbeanzeigen und Links zu Amazon.de Werbekostenerstattung verdient werden kann.“

Mohnish Pabrai shares secrets of his childhood and explains his investment philosophy alongside Puerto Rico Secretary of Commerce Alberto Bacó Bagué. Mohnish covers his portfolio management methodology under small versus large account sizes. Secretary Bacó explains the stance on tax incentives for financial service companies moving to Puerto Rico.

In this episode, you'll learn: Why Mohnish Pabrai recently invested in Southwest Airlines.What Mohnish Pabrai’s biggest investment mistake is, and how he later made more than $100 million because of it.If Warren Buffett and Charlie Munger consider any macro decisions in their investment approach.Why the airline industry is a terrible sector, but might still be a great investment at the moment.Click here to get full access to our show notes.

In this episode, you'll learn: How Mohnish accumulated business knowledge from the age of 11Why Mohnish is one of the very best and respected investors in the value investing communityWhat special advantages people like Bill Gates and Warren Buffett had to become so successfulHow Mohnish set up and ran a business like Warren Buffett and Charlie MungerWhy investing is not a team sportClick here to get full access to our show notes.

In this episode of The Investor's Podcast, Preston and Stig join the members of their mastermind group to discuss a few hot topics. The topics discussed are the following: The Value of AppleThe Value of AmazonMohnish Pabrai's new ETFHow to look at share buy backs Click here to get full access to our show notes.

In this episode of The Investor's Podcast, the mastermind group discusses new information about Mohnish Pabrai's Dhandho Holding Company, the Japanese Stock Market, Currency Concerns, Quantitative Easing, Warren Buffett's recent stock market purchases, and much more. Click here to get full access to our show notes.

In this episode of The Investor's Podcast, Preston and Stig start the show by talking about the current market conditions. They focus their discussion on the quantitative easing that's happening in Europe and Japan. After the initial discussion about the stock market, the Investor's discuss the newest book they read, Thinking Fast and Slow. Click here to get full access to our show notes.

Author Backgrounds: Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings.  Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow).  He is the author of two books, including The Dhandho Investor.  Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide. Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships.  In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett.  Guy recently published his first book, The Education of a Value Investor.  In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street.  He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University.  He spoke at TED India and co-hosted TEDx Zurich.

Author Backgrounds: Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds and Dhandho Holdings.  Since inception in 1999 with $1 million in assets under management, Pabrai Investment Funds has grown to over $690 million in AUM with an annualized gain of 17.7% (versus 5.2 % for the Dow).  He is the author of two books, including The Dhandho Investor.  Mohnish is also is the Founder and Chairman of the Dakshana Foundation, which is focused on providing world-class educational opportunities to economically and socially disadvantaged gifted children worldwide. Guy Spier is the manager of Aquamarine Fund, an investment partnership inspired by the original 1950’s Buffett partnerships.  In 2007 he made headlines by bidding $650k with Mohnish Pabrai for a charity lunch with Warren Buffett.  Guy recently published his first book, The Education of a Value Investor.  In 2009, Spier and his family moved from New York to Zurich, Switzerland to escape the noise of Wall Street.  He attained his MBA from Harvard Business School and has a First Class degree in Economics from Oxford University.  He spoke at TED India and co-hosted TEDx Zurich.

In this episode of The Investor's Podcast, the panel discusses the impact of oil, current market conditions, and top performing Billionaires and their investing approach. Click here to get full access to our show notes.

In the second part interview with William Green, we discuss the investing approach of Mohnish Pabrai and Joel Greenblatt. The discussion centers around the fundamentals and differences that the great minds of investing share.Click here to get full access to our show notes.

In this episode of The Investor's Podcast, William Green talks to us about his new book, The Great Minds of Investing. In this Interview we discuss Warren Buffett, Benjamin Graham, Charlie Munger, and many other investment gurus. Click here to get full access to our show notes.

In this second part interview with Guy Spier, The Investor's continue their discussion with the author of, The Education of a Value Investor. This episode discusses intrinsic value, Guy's checklist, and how to protect your capital during adverse conditions. Click here to get full access to our show notes.

In this episode of The Investor's Podcast, we have the renown Guy Spier on the show to talk about his new book, The Education of a Value Investor. in 2008, Guy and Mohnish Pabrai bid $650,000 to have lunch with Warren Buffett. In our interview, you'll quickly learn there's a lot more to guy than investing and expensive lunches. Click here to get full access to our show notes.

In this episode of The Investor's Podcast, Hari Ramachandra discusses his investment in the Pabrai Funds, managed by the emerging, and newly famous, Mohnish Pabrai. Pabrai has adopted the same principals as Warren Buffett, and Hari discusses the similarities and differences during the episode. Hari also discusses his experience of attending Pabrai's shareholders meeting.Click here to get full access to our show notes.