Divya Narendra interviews Mohnish Pabrai, a value investing legend, discussing topics including Berkshire Hathaway's leadership transition to Greg Abel and its comparison to the S&P 500, Pabrai's views on the "Magnificent Seven" stocks (particularly Tesla, Google, and Microsoft), and his investment strategies involving metallurgical coal and offshore oil drillers, focusing on companies that have undergone bankruptcy restructuring and emerged with pristine balance sheets. The conversation also covers Pabrai's investments in Turkey, specifically TAV Airports, his past holdings in Indian energy exchange IEX, the impact of tariffs and deficits on the US economy, and his current reading interests, ending with his optimism about America and the importance of attracting foreign talent.
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