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

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

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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.