Chai with Pabrai

Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025

Chai with Pabrai

Show Notes

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) - Mosaic: Perspectives of Investing

(00:24:44) - Cloning is the best mental model: Sam Walton & Bill Gates

(00:31:29) - Sam Walton & Walmart

(00:33:23) - Compounding

(00:35:16) - The crash of Nifty-Fifty in 1973-74; Walmart

(00:37:02) - Fiat Chrysler

(00:38:09) - The Waltons' ownership in Walmart

(00:42:18) - Frontline & Reysas

(00:46:11) - Portfolio concentration; Steve Ballmer at Microsoft

(00:49:39) - Uber Cannibals

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