Mohnish Pabrai's Session with SumZero on June 10, 2025

In this interview, Divya Narendra speaks with Mohnish Pabrai, a value investing expert, about his investment strategies and current market views. Pabrai shares his thoughts on Berkshire Hathaway's leadership transition, comparing Greg Abel to Tim Cook and highlighting Abel's operational strengths. He discusses the Mag 7 stocks, expressing reservations about Tesla and Google, while favoring Microsoft due to its embedded enterprise presence and strong leadership. Pabrai also delves into his investments in metallurgical coal and offshore oil drillers, emphasizing their undervalued assets and potential for high returns. He touches on the impact of tariffs and deficits on the U.S. economy, his investments in Turkey, and his preference for American governance.

Outlines

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Chai with Pabrai

Berkshire Hathaway and the Transition to Greg Abel

Greg Abel's Operational Style and Capital Allocation at Berkshire

Analysis of the Magnificent Seven Stocks: Tesla and Google

Microsoft's Strengths and Bill Gates' Perspective on Apple

Investment Strategy: Metallurgical Coal and Offshore Oil Drillers

Warrior Met Coal: A Deep Dive into Metallurgical Coal

The Distinctions Between Metallurgical and Thermal Coal and Long-Term Investment Strategy

Holding Great Businesses and Analysis of Offshore Drilling Companies

Factors Affecting Metallurgical Coal Stocks and Access to Management Teams

Turkey Investments: TAV Airports and Warehouse Operators

India Investments: IEX and the National Stock Exchange

Views on the Deficit and Current Reading Material

Investment Approach and Portfolio Concentration

Optimism and Conclusion

Mohnish Pabrai's Session with SumZero on June 10, 2025

Chai with Pabrai

00:24Berkshire Hathaway and the Transition to Greg Abel

Berkshire Hathaway and the Transition to Greg Abel

04:48Greg Abel's Operational Style and Capital Allocation at Berkshire

Greg Abel's Operational Style and Capital Allocation at Berkshire

07:57Analysis of the Magnificent Seven Stocks: Tesla and Google

Analysis of the Magnificent Seven Stocks: Tesla and Google

11:16Microsoft's Strengths and Bill Gates' Perspective on Apple

Microsoft's Strengths and Bill Gates' Perspective on Apple

15:01Investment Strategy: Metallurgical Coal and Offshore Oil Drillers

Investment Strategy: Metallurgical Coal and Offshore Oil Drillers

18:59Warrior Met Coal: A Deep Dive into Metallurgical Coal

Warrior Met Coal: A Deep Dive into Metallurgical Coal

23:38The Distinctions Between Metallurgical and Thermal Coal and Long-Term Investment Strategy

The Distinctions Between Metallurgical and Thermal Coal and Long-Term Investment Strategy

27:38Holding Great Businesses and Analysis of Offshore Drilling Companies

Holding Great Businesses and Analysis of Offshore Drilling Companies

32:07Factors Affecting Metallurgical Coal Stocks and Access to Management Teams

Factors Affecting Metallurgical Coal Stocks and Access to Management Teams

35:32Turkey Investments: TAV Airports and Warehouse Operators

Turkey Investments: TAV Airports and Warehouse Operators

38:23India Investments: IEX and the National Stock Exchange

India Investments: IEX and the National Stock Exchange

42:07Views on the Deficit and Current Reading Material

Views on the Deficit and Current Reading Material

45:07Investment Approach and Portfolio Concentration

Investment Approach and Portfolio Concentration

47:59Optimism and Conclusion

Optimism and Conclusion