TIP442: Investing in Stocks w/ Mohnish Pabrai

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.</li><li>04:53 - What is Mohnish Pabrai’s driver for being an asset manager?&nbsp;</li><li>07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.&nbsp;</li><li>13:47 - Is it an advantage to spend money on research tools.</li><li>14:44 - Mohnish Pabrai’s natural biases.</li><li>24:16 - What to look for in an asset manager.&nbsp;</li><li>38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.</li><li>48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.</li><li>50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES:</strong></p><ul><li>Learn more about Mohnish Pabrai’s <a href="https://dakshana.org/" rel="noopener noreferrer" target="_blank"><strong>Dakshana Foundation</strong></a>.</li><li>Mohnish Pabrai’s <a href="http://www.chaiwithpabrai.com/" rel="noopener noreferrer" target="_blank"><strong>website</strong></a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/episodes/tip295-mohnish-pabrai-on-value-investing-philanthropy/" rel="noopener noreferrer" target="_blank"><strong>value investing and philanthropy</strong></a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/episodes/tip241-value-investing-w-mohnish-pabrai/" rel="noopener noreferrer" target="_blank"><strong>value investing</strong></a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/search-results/?swpquery=mohnish+pabrai" rel="noopener noreferrer" target="_blank"><strong>value investing in 2021</strong></a>.</li><li>Our interview with <a href="https://www.theinvestorspodcast.com/episodes/richer-wiser-happ