Chai with Pabrai

Mohnish Pabrai's Interview with Kim Kiho at Knowledge Inside podcast on June 8, 2026. (00:00:00) - Introduction (00:01:44) - Lunch with Warren Buffett vs. Eric Schmidt; Introduction to Charlie Munger (00:11:47) - Impact of declining population of South Korea; SK Hynix, Samsung & Micron (00:17:19) - KOSPI  (00:17:57) - My Investment checklist - an inspiration from the FAA; Buffett's Dexter Shoes in...

Mohnish Pabrai's Interview with Shaan Puri at My First Million on May 5, 2026. (00:00:00) - Introduction (00:00:30) - Value investing in the US; Importance of patience in investing (00:02:15) - Mental models: The mistress is always hotter than the wife (00:04:58) - Introduce randomness in your life; Peter Lynch's One Up on Wall Street (00:08:12) - Elon Musk (00:09:42) - From admiring to executing;...

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 structurin...

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban, Karnataka, India on December 25, 2025.                        (00:00:00) - Introduction (00:00:31) - Charlie Munger's mental models (00:05:40) - The Karam Yogi model; Mukesh Ambani & Jio (00:09:45) - Books: Time travel for entrepreneurs (00:12:01) - The Founders Podcast (00:16:01) - Giving back through Dakshana (00:20:...

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026. (00:00:00) - Introduction (00:02:03) - Charlie Munger's mental models (00:03:54) - Model 1: The Bedrock model: Take a simple idea and take it seriously (00:04:51) - Model 2: Ben Graham's three ideas on markets (00:05:28) - Model 3: Do not overdose on Ben Graham; P...

Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The University of Nebraska, Omaha on May 1, 2026. (00:00:00) - Introduction (00:02:11) - Charlie Munger's mental models (00:03:43) - Model 1: The Bedrock: Take a simple idea and take it seriously (00:04:06) - Model 2: Ben Graham's Fundamentals (00:04:59) - Model 3: Do not overdose on Ben Graham; Poor Charlie's Almanack, Philip F...

Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026. (00:00:00) - Introduction  (00:00:28) - Charlie Munger's mental models  (00:01:52) - Model 1: The Bedrock model: Take a simple idea and take it seriously  (00:02:31) - Model 2: Truth vs. Trust; David Hawkins: Power vs. Force  (00:05:43) - Costco  (00:07:56) - Model 3: Your deepest desire is your destiny  (00:09:40) - M...

Mohnish Pabrai's Q&A session with Dakshana scholars at JNV Pune, Maharashtra, India on December 25, 2025   (00:00:00) – Introduction   (00:01:09) - Charlie's mental models: Take a simple idea and take it seriously     (00:03:13) - Be a Karam Yogi     (00:07:12) - Focus at improving human lives: Narayana Healthcare Systems     (00:10:52) - Purpose over profit always wins     (00:13:47) - Inner scor...

Mohnish Pabrai's Q&A Session with Dakshana Scholars at Dakshana Valley, Pune, Maharashtra, India on December 26, 2025.                              (00:00:00) - Introduction  (00:00:37) -   Breaking the question pattern  (00:03:22) - Overcoming hardships through learning; YouTube & Muskan Soni  (00:05:41) - Mental models - take a simple idea and take it seriously; Lyndon Johnson  (00:09:57) - Upan...

Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023 (00:00:00) - Introduction (00:00:54) - Poor Charlie's Almanack; handling biases (00:02:55) - Investing in Turkey (00:06:12) - Circle the wagons (00:08:54) - Nifty 50 in 1970's (00:11:51) - Rakesh Jhunjhunwala (00:13:57) - Naspers (00:19:09) - Shinoken; share buybacks (00:24:08) - How has my investing changed over the years (00:...

Mohnish Pabrai's Session at The Investor's Podcast on April 1, 2024 (00:00:00) - Introduction (00:01:44) - TransTech  (00:03:39) - Managing other people's money  (00:08:54) - My journey in investing  (00:11:51) - The happiness equation  (00:17:12) - Learnings from Buffett; Be a harsh grader  (00:22:06) - The importance of truth and candor  (00:24:06) - Bridge vs. Poker  (00:28:59) - Infinite games...

Mohnish Pabrai's Interview with Stig Broderson at the Investors Podcast on April 15, 2025.               (00:00:00) - Introduction (00:00:59) - Opportunity Cost (00:03:23) - Nifty-50 in early 70's; Walmart (00:06:54) - Advice to 40-year-olds; Long runway  (00:12:44) - Stoic philosophy by Marcus Aurelius: Adversity is a blessing (00:14:01) - Money vs happiness relationship  (00:19:47) - My mathemat...

Mohnish Pabrai's Fireside chat with Ben Graham Centre at the 5th European Value Investing Conference on October 14, 2025. (00:00:00) - Introduction (00:00:58) - Cloning is the best mental model (00:02:14) - Human aversion to cloning (00:04:00) - Simplicity: Highest level of intellect (00:05:35) - Cloning the Buffett Partnerships (00:09:38) - Learnings from Buffett and Munger: Portfolio concentrati...

Q&A session with Nisaba Godrej & Omar Momin and Dakshana Scholars at Dakshana Valley on July 25, 2025  (00:00:00) – Introduction (00:00:49) - How youth can build a developed nation  (00:02:48) - Grow together, Rise together, Win together  (00:04:57) - Excellence with character changes the world  (00:07:51) - Big impact starts with small actions  (00:09:47) - Private innovation for public good; Arv...

Mohnish Pabrai's Interview session with Steven Bartlett at The Diary of a CEO on July 13, 2025.                                                         (00:00:26) - Cloning as a mental model; Bill Gates and Sam Walton (00:05:11) - Entrepreneurs do not take risk (00:09:23) - Focus on offering gaps  (00:13:11) - Understand customer requirement; Google Glass vs. Meta (00:16:20) - Make your business c...

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) - Therm...

Mohnish Pabrai's Sessions at University of Nebraska Omaha on May 2, 2025 and Heilbrunn Center for Graham and Dodd Investing at Columbia Business School on March 25, 2025. (00:00:00) - Introduction (00:02:20) - Walmart vs The Nifty-Fifty (00:05:18) - Berkshire's 12 best decisions in 58 years; Ajit Jain (00:08:05) - Nick Sleep (00:12:06) - Learning from mistakes; Ferrari & Frontline (00:13:30) - Rul...

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025. (00:00:00) - Introduction (00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack (00:07:38) - Cloning is the best mental model (00:08:45) - Sam Walton & Family; Walmart (00:10:36) - Microsoft (00:13:31) - Bridge (00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships (00:17:41) - Selecting a stock (...

Mohnish Pabrai's Talk with Shaan Puri at the My First Million podcast on March 27, 2025. (00:00:00) - Introduction (00:00:28) - Why the small investor has an advantage (00:02:51) - Investing $10K to make $1 Million (00:08:16) - Frontline (00:17:13) - Berkshire's 12 great decisions in 58 years (00:18:34) - Buffett's selection process: Moody's Manual (00:23:38) - Value Investor's Club (00:27:33) - T...

Mohnish Pabrai's Interview at The Money Mindset with Sonia Shenoy on February 15, 2025. (00:00:00) - Introduction (00:01:20) - I am a single-player game player (00:03:01) - My friendship with Buffett and Munger (00:04:52) - Lunch with Warren Buffett (00:10:39) - Rick Guerrin (00:13:29) - Lessons learnt from Warren; The Inner scorecard (00:18:12) - Marcus Aurelius; The stoic philosophy (00:22:06) -...

Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024.   ( 00:00:00 ) – Introduction ( 00:0 0 : 33 ) - Starting Without All Answers; Super 30 Model ( 00:05:08 ) - D akshana's breakthrough with NVS ( 00:0 9:1 9 ) - Helping Millions Through Innovation ( 00: 13 : 38 ) - Infinite Vision: Arvind Eye Care ( 00: 20:53 ) - Trust builds unbeatable business models...

Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024. ( 00:00:00 ) – Introduction ( 00:00: 3 2 ) - Adam Smith and David Ricardo  ( 00:0 4 :0 3 ) - Success story of India's shrimp industry  ( 00:0 9 : 24 ) - MSP and farm laws; India vs USA ( 00: 14 : 37 ) - Japan's rapid post-war development ( 00: 20 :0 1 ) - Givers, Takers, Matchers & Dakshana ( 00: 26 : 13 ) - Rule...

Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025. (00:00:00) - Introduction (00:00:53) - Move to Austin, Texas (00:09:52) - Age is just a number (00:11:27) - The Dakshana Foundation: A math game (00:15:57) - My 4 games – Bridge, Dakshana, Compounding & Golf (00:17:11) - Bridge with Warren & Charlie (00:21:46) - Bridge teaches probabilistic thinking (00:23:48) - Mosai...

Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024. (00:00:00) - Introduction  (00:01:49) - Microsoft; Bill Gates (00:03:19) - The future of AI (00:04:27) - Value vs. Growth investing (00:08:58) - IPSCO  (00:13:13) - Reysas (00:15:47) - Starting with value investing (00:19:37) - My journey in investing; Introduction to Warren Buffett (00:22:45) - Cloning ideas: Walmart & Microsoft  (...

Mohnish Pabrai's Interview with John Mihaljevic at MOI Global on January 21, 2025. (00:00:00) - Introduction (00:01:47) - Industrial Real Estate: First Industrial (00:06:38) - Boom and bust cycle - Oil & shipping businesses (00:09:14) - CONSOL Energy (00:12:08) - Coal businesses (00:21:08) - Frontline (00:26:03) - Micron (00:27:48) - Portfolio concentration (00:30:17) - Reysas (00:31:56) - Investi...