Mohnish Pabrai's Session with SumZero on June 10, 2025
Chai with Pabrai4 Juli 2025

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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Avsnitt(129)

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