Mohnish Pabrai’s Interview at MOI Global on January 21, 2025
1Description
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 ) - Investing in Turkiye
(00:34:21 ) - Evolution in investing style
(00:35:40 ) - Evaluating the company's management
(00:37:48 ) - Capital allocation for coal companies
(00:40:55 ) - Risk vs. Uncertainty
(00:42:36 ) - Circle of competence: John Arrillaga
(00:44:32 ) - Look for anomalies in the market
(00:48:42 ) - Book recommendation: The Joy of Costco
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