TIP442: Investing in Stocks w/ Mohnish Pabrai
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 24 April 2022
⏱️ 57 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.4 | Since inception in 2000, today's guest Manizpabri has returned 781% to his investors Netafis |
| 0:10.7 | in his flagship fund. This is compared to only 378% for the S&P 500. In today's conversation, |
| 0:18.8 | we cover Eddie Baba, Tencent, his investment in racist logistics, a personal letter from Warren |
| 0:23.9 | Buffett, and much more. You do not want to miss out on this one, so sit back and enjoy my conversation |
| 0:29.6 | with Lich Investor Manizpabri. |
| 0:35.8 | You are listening to the Investors Podcast, where we study the financial markets and read the books |
| 0:41.5 | that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. |
| 0:55.4 | Welcome to the Investors Podcast. I'm your host, Stik Brodus, and I'm thrilled |
| 0:59.4 | to have invited no other than Manizpabri to join us today. Manizpabri, thank you so much for |
| 1:04.6 | making time. Stik, it's always a pleasure and a year goes by so fast, and it's wonderful to |
| 1:11.8 | be back with you, and it'll be even more fun to be back in Omaha. It will. Let's jump into the very |
| 1:18.8 | first question. Manizp, you received a letter from no other than Warren Buffett, the other day, |
| 1:24.4 | and you posted it together with the comment, I must already be in heaven. I cannot help but ask |
| 1:31.5 | Manizpabri did that, let us say. The letter, well, first of all, I was floored when I got the letter, |
| 1:38.8 | because Warren has been a big fan of Daxana for a very long time. I mean, I think the first time |
| 1:45.3 | I met him in 2008 for the lunch with Guy Spear, I had sent him the very first Daxana annual |
| 1:51.2 | report before the lunch, and he had read every word, and he has a photographic memory. So he's |
| 1:58.0 | telling me like, hey, on page five, there's an error in your report. And I'm trying to remember, |
| 2:03.3 | like, what is on page five? What's anyway, I wasn't able to prove to him that there was no error. |
| 2:08.4 | But since then, you know, I've been sending in the reports, and sometimes I'll get a note saying, |
| 2:13.4 | send me 20 copies, I want to send it to my kids and the board and grandkids, whatever. |
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