<description>&lt;p&gt;Mohnish Pabrai's Interview with Stig Brodersen at The Investor's Podcast on March 23, 2026.&lt;br /&gt; &lt;br /&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; line-height: normal; tab-stops: right 451.3pt; mso-layout-grid-align: none; text-autospace: none;"&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:00:00) - Introduction&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style="font-size: 12pt;"&gt;(00:00:41) - Berkshire Hathaway: Warren Buffett vs. Greg Abel&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:04:39) - Greg Abel vs. Ajit Jain; Compensation at Berkshire&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:08:15) - Investing horizon of 50-100 years; Berkshire Hathaway vs. S&amp;P 500 index&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:09:48) - Running my own company and team; Delegation and structuring&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:12:34) - Pabrai Wagons ETF&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:13:24) - Inner scorecard vs. Outer scorecard&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:16:16) - Investing in Turkey; Micro trumps the macro&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:18:44) - Diversification of portfolio; Walmart&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:21:25) - Constellation Software Services; Mark Leonard&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:25:14) - Frontline; Micheal Burry&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:29:58) - Met coal vs. IPSCO; CONSOL Energy &amp; AMR&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:35:48) - Selling a stock; Walmart and Nifty 50 in 1970's&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:39:49) - Portfolio concentration&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:41:24) - What I Learned About Investing from Darwin by Pulak Prasad; Microsoft &amp; Walmart&lt;br /&gt; &lt;br /&gt;&lt;/span&gt; &lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt; (00:44:22) - Guy Spier&lt;br /&gt; &lt;br /&gt; The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization. &lt;br /&gt; &lt;br /&gt;&lt;/span&gt;&lt;span style= "font-size: 12.0pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"&gt;The interview host is an investor in Pabrai Funds and therefore has a financial interest in the funds' performance, which creates a potential conflict of interest. The host was not compensated for this interview. The views expressed are those of the host and Mohnish Pabrai and do not constitute investment advice or a recommendation to invest. &lt;/span&gt;&lt;/p&gt;</description>

Chai with Pabrai

Mohnish Pabrai

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

JUN 5, 202651 MIN
Chai with Pabrai

Mohnish Pabrai's Interview with The Investor's Podcast on March 23, 2026

JUN 5, 202651 MIN

Description

Mohnish Pabrai's Interview with Stig Brodersen at The Investor's Podcast on March 23, 2026. (00:00:00) - Introduction (00:00:41) - Berkshire Hathaway: Warren Buffett vs. Greg Abel (00:04:39) - Greg Abel vs. Ajit Jain; Compensation at Berkshire (00:08:15) - Investing horizon of 50-100 years; Berkshire Hathaway vs. S&P 500 index (00:09:48) - Running my own company and team; Delegation and structuring (00:12:34) - Pabrai Wagons ETF (00:13:24) - Inner scorecard vs. Outer scorecard (00:16:16) - Investing in Turkey; Micro trumps the macro (00:18:44) - Diversification of portfolio; Walmart (00:21:25) - Constellation Software Services; Mark Leonard (00:25:14) - Frontline; Micheal Burry (00:29:58) - Met coal vs. IPSCO; CONSOL Energy & AMR (00:35:48) - Selling a stock; Walmart and Nifty 50 in 1970's (00:39:49) - Portfolio concentration (00:41:24) - What I Learned About Investing from Darwin by Pulak Prasad; Microsoft & Walmart (00:44:22) - Guy Spier The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization. The interview host is an investor in Pabrai Funds and therefore has a financial interest in the funds' performance, which creates a potential conflict of interest. The host was not compensated for this interview. The views expressed are those of the host and Mohnish Pabrai and do not constitute investment advice or a recommendation to invest.