Jun 5, 2026
Mohnish Pabrai's Interview with Stig Brodersen at The Investor’s
Podcast on March 23, 2026.
(00:00:00) - Introduction
(00:00:41) - Berkshire
Hathaway: Warren Buffett vs. Greg Abel
(00:04:39) - Greg Abel vs. Ajit Jain; Compensation at Berkshire
(00:08:15) - Investing horizon of 50-100 years; Berkshire Hathaway
vs. S&P 500 index
(00:09:48) - Running my own company and team; Delegation and
structuring
(00:12:34) - Pabrai Wagons ETF
(00:13:24) - Inner scorecard vs. Outer scorecard
(00:16:16) - Investing in Turkey; Micro trumps the macro
(00:18:44) - Diversification of portfolio; Walmart
(00:21:25) - Constellation Software Services; Mark Leonard
(00:25:14) - Frontline; Micheal Burry
(00:29:58) - Met coal vs. IPSCO; CONSOL Energy & AMR
(00:35:48) - Selling a stock; Walmart and Nifty 50 in 1970's
(00:39:49) - Portfolio concentration
(00:41:24) - What I Learned About Investing from Darwin by Pulak
Prasad; Microsoft & Walmart
(00:44:22) - Guy Spier
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