Mohnish Pabrai's Interview with New Money on July 21, 2026

Podcast: Chai with Pabrai (LS 43 · TOP 1.5% what is this?)
Episode: Mohnish Pabrai's Interview with New Money on July 21, 2026
Pub date: 2026-08-27

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Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026.

(00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio (00:06:19) - Berkshire's investment in Google (00:09:36) - The gold rush: Memory businesses; Micron (00:12:36) - Kaspi (00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club (00:22:15) - Invest in your highest conviction bets (00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi (00:28:44) - SpaceX; Elon Musk (00:32:54) - The too hard pile (00:35:59) - Evaluating the management; NVR (00:39:55) - Focus: The most important mental model (00:41:20) - When to exit from a position; Impact of business moats The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

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