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.