Aug 27, 2026
Mohnish Pabrai's Interview with Brandon van der Kolk at New
Money on July 21, 2026.
(00:00:00) - Introduction
(00:00:35) - Investing in Berkshire Hathaway Class B shares
(00:03:02) - Berkshire Hathaway: Handling a trillion-dollar
portfolio
(00:06:19) - Berkshire's investment in Google
(00:09:36) - The gold rush: Memory businesses; Micron
(00:12:36) - Kaspi
(00:16:19) - Your deepest desire is your destiny; Finding stocks on
Value Investors Club
(00:22:15) - Invest in your highest conviction bets
(00:25:50) - How to decide about investing in a stock; Adobe vs.
Kaspi
(00:28:44) - SpaceX; Elon Musk
(00:32:54) - The too hard pile
(00:35:59) - Evaluating the management; NVR
(00:39:55) - Focus: The most important mental model
(00:41:20) - When to exit from a position; Impact of business
moats
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