
Show Notes
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 investment
(00:25:27) - Three most important items in a checklist; IKEA & Amorepacific
(00:31:19) - Active vs. Passive investing; Look for risk-free investments
(00:35:10) - Investing in Turkey; Reysas
(00:39:24) - The Dhandho investing: Heads I win, Tails I do not lose much
(00:41:20) - Investing in AI; Do not buy shiny items
(00:43:39) - How to build wealth; The Rule of 72 & The Manhattan island deal in 1623
(00:50:24) - Giving back; The Dakshana Foundation
(00:53:52) - Advice to listeners
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More from Chai with Pabrai
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 2.
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1.
Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026.
Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026.
Professor Jiang Guohua's Students "Compounding with the Spawners" (00:00:00) - Introduction (00:04:41) - Choices for an investor (00:09:58) - The Path to Multi-Baggers (00:13:35) - Spawners (00:30:40) - The $50 Billion Rule (00:33:57) - Pabrai Spawning rules (00:36:46) - Set it and forget it (00:42:58) - Conglomerates vs. Spawners in Emerging Markets (00:43:52) - Fake Spawners (01:06:27) - Core traits of Spawners (01:19:12) - CMGI (01:22:54) - When wealth is lost (01:25:24) - Costco; Seritage (01:29:18) - Entrepreneur's Advantage (01:33:07) - Leverage and Debt