Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1

Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1.

(00:00:00) - Introduction

(00:01:41) - BCD Tofu House

(00:03:09) - Advancement in South Korea

(00:04:33) - Spend less than you earn!

(00:05:57) - Memory businesses: Samsung, SK Hynix & Micron

(00:10:08) - Micron vs. SK Hynix

(00:12:19) - The declining population of South Korea; Hyundai

(00:14:50) - Investing in S&P vs. Berkshire Hathaway

(00:17:47) - My investment checklist; Leverage, Business moats & Management teams

(00:20:18) - Hyundai vs. MasterCard

(00:22:26) - Investing in Turkey; Reysas

(00:26:16) - When to sell a stock; Nifty-50 in 1960s-70s: Walmart

(00:31:55) - IKEA

(00:35:46) - Recognise the anomaly; Burger King

(00:41:42) - Impact of AI

(00:42:42) - Discovering Reysas

(00:46:32) - Buffett's investment in American Express in Apple

(00:54:26) - Yong Ping Duan: Founder of Oppo & Vivo

(00:56:41) - Rick Guerin; Leverage

(00:58:18) - Avoid leverage and chasing other's dreams

(01:00:21) - Learning from my mistakes; Ferrari

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