About this episode

Mohnish Pabrai discusses various investment strategies and insights during his interview with Stig Brodersen.

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 structuring (00:12:34) - Pabrai Wagons ETF (00:13:24) - Inner scorecard vs. Outer scorecard (00:16:16) - Investing in Turkey; Micro trumps the macro (00:18:44) - Diversification of portfolio; Walmart (00:21:25) - Constellation Software Services; Mark Leonard (00:25:14) - Frontline; Micheal Burry (00:29:58) - Met coal vs. IPSCO; CONSOL Energy & AMR (00:35:48) - Selling a stock; Walmart and Nifty 50 in 1970's (00:39:49) - Portfolio concentration (00:41:24) - What I Learned About Investing from Darwin by Pulak Prasad; Microsoft & Walmart (00:44:22) - Guy Spier The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may…

People in this episode

Host: Mohnish Pabrai

Guest: Stig Brodersen

Topics covered

• Berkshire Hathaway
• long-term investing
• portfolio management
• delegation in business
• international investing
• stock selling strategies

Keywords

• Mohnish Pabrai
• Berkshire Hathaway
• investing strategies
• portfolio concentration
• Walmart
• Pabrai Wagons ETF
• long-term investing
• international markets

Mentioned in this episode

Organizations: Berkshire Hathaway, S&P 500, Pabrai Wagons ETF, Walmart, Constellation Software Services, CONSOL Energy, AMR

Places: Turkey

More episodes of Chai with Pabrai

• Mohnish Pabrai's Interview with Knowledge Inside podcast on June 8, 2026 · July 1, 2026 · 55 min
• Mohnish Pabrai's Interview with My First Million on May 5, 2026 · June 25, 2026 · 1h 30m
• Q&A session with Dakshana scholars at JNV Bangalore Urban on December 25, 2025 · June 2, 2026 · 1h 6m
• Mental Models by Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing on April 21, 2026 · June 1, 2026 · 52 min
• Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026 · May 26, 2026 · 1h 17m
• Mental Models for Running Startups and Businesses, SXSW 2026 on March 16, 2026 · April 23, 2026 · 46 min

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