Jul 4, 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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