Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1

Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1.

(00:00:00) - Introduction

(00:01:41) - BCD Tofu House

(00:03:09) - Advancement in South Korea

(00:04:33) - Spend less than you earn!

(00:05:57) - Memory businesses: Samsung, SK Hynix & Micron

(00:10:08) - Micron vs. SK Hynix

(00:12:19) - The declining population of South Korea; Hyundai

(00:14:50) - Investing in S&P vs. Berkshire Hathaway

(00:17:47) - My investment checklist; Leverage, Business moats & Management teams

(00:20:18) - Hyundai vs. MasterCard

(00:22:26) - Investing in Turkey; Reysas

(00:26:16) - When to sell a stock; Nifty-50 in 1960s-70s: Walmart

(00:31:55) - IKEA

(00:35:46) - Recognise the anomaly; Burger King

(00:41:42) - Impact of AI

(00:42:42) - Discovering Reysas

(00:46:32) - Buffett's investment in American Express in Apple

(00:54:26) - Yong Ping Duan: Founder of Oppo & Vivo

(00:56:41) - Rick Guerin; Leverage

(00:58:18) - Avoid leverage and chasing other's dreams

(01:00:21) - Learning from my mistakes; Ferrari

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.

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