Mohnish Pabrai's Session with SumZero on June 10, 2025

Mohnish Pabrai’s Session with Divya Narendra at SumZero on June 10, 2025.

(00:00:00) - Introduction

(00:00:57) - Berkshire Hathaway: Greg Abel

(00:07:59) - Mag 7

(00:11:16) - Microsoft: Dinner with Bill Gates

(00:16:45) - Investing in commodities

(00:18:59) - Met Coal & Berkshire's investment in Burlington Northern Railroads

(00:23:44) - Thermal Coal vs. Metallurgical Coal

(00:26:28) - Learning from mistakes; Selling a stock

(00:28:51) - Shipping and Offshore oil drilling businesses; Nobel & Valaris

(00:32:09) - Challenges for the coal industry

(00:36:11) - Investment in Turkiye -TAV Airports; Laguardia

(00:38:25) - Indian Energy Exchange & National Stock Exchange

(00:39:28) - Macroeconomic factors and impact on the portfolio

(00:43:54) - Book recommendation; Buffett and Munger Unscripted

(00:45:08) - Investing in global markets

(00:46:06) - Portfolio concentration; Walmart & the Walton family

(00:47:59) - Geopolitics


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