TIP550: Masterclass w/ Mohnish Pabrai

<p>On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds.&nbsp;</p><p><br></p><p><strong>IN THIS EPISODE YOU’LL LEARN:</strong></p><p>00:00 - Intro.</p><p>01:35 - How to stay objective when you get advice from someone you admire and like</p><p>04:56 - Why the Turkey stock market is attractive</p><p>10:05 - Mohnish Pabrai’s four steps to read annual reports</p><p>27:22 - What happened to Shinoken, one of Mohnish Pabrai’s previous holdings</p><p>40:56 - Mohnish Pabrai’s thoughts on Constellation Software and Mark Leonard</p><p>49:44 - Mohnish Pabrai’s thoughts on Alibaba&nbsp;</p><p>54:48 - How to live a truthful life</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Mohnish Pabrai’s <a href="http://www.chaiwithpabrai.com/" rel="noopener noreferrer" target="_blank"><strong>website</strong></a></li><li>Learn more about Mohnish Pabrai’s <a href="https://dakshana.org/" rel="noopener noreferrer" target="_blank"><strong>Dakshana Foundation</strong></a></li><li>Listen to our interview with Mohnish Pabrai about<a href="https://link.chtbl.com/WSB442" rel="noopener noreferrer" target="_blank"><strong> investing in stocks</strong></a><strong> </strong>or watch the<a href="https://www.theinvestorspodcast.com/episodes/investing-in-stocks-w-mohnish-pabrai/" rel="noopener noreferrer" target="_blank"><strong> video</strong></a>.</li><li>Tune into our interview with Mohnish Pabrai about <a href="https://link.chtbl.com/WSB295" rel="noopener noreferrer" target="_blank"><strong>value investing and philanthropy</strong></a><strong>&nbsp;</strong>or watch the <a href="https://www.theinvestorspodcast.com/episodes/tip295-mohnish-pabrai-on-