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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Mohnish Pabrai’s Interview at MOI Global on January 21, 2025

Chai with Pabrai