IN THIS EPISODE, YOU'LL LEARN:<ul><li>01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.</li><li>04:53 - What is Mohnish Pabrai’s driver for being an asset manager?&nbsp;</li><li>07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.&nbsp;</li><li>13:47 - Is it an advantage to spend money on research tools.</li><li>14:44 - Mohnish Pabrai’s natural biases.</li><li>24:16 - What to look for in an asset manager.&nbsp;</li><li>38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.</li><li>48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.</li><li>50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.&nbsp;</li></ul>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:<ul><li>Learn more about Mohnish Pabrai’s <a href="https://dakshana.org/" rel="noopener noreferrer" target="_blank">Dakshana Foundation</a>.</li><li>Mohnish Pabrai’s <a href="http://www.chaiwithpabrai.com/" rel="noopener noreferrer" target="_blank">website</a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/episodes/tip295-mohnish-pabrai-on-value-investing-philanthropy/" rel="noopener noreferrer" target="_blank">value investing and philanthropy</a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/episodes/tip241-value-investing-w-mohnish-pabrai/" rel="noopener noreferrer" target="_blank">value investing</a>.</li><li>Our interviews with Mohnish Pabrai about <a href="https://www.theinvestorspodcast.com/search-results/?swpquery=mohnish+pabrai" rel="noopener noreferrer" target="_blank">value investing in 2021</a>.</li><li>Our interview with <a href="https://www.theinvestorspodcast.com/episodes/richer-wiser-happier-w-william-green/" rel="noopener noreferrer" target="_blank">William Green about Mohnish Pabrai</a> and much more.&nbsp;</li><li>New to the show? 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Begin the concierge onboarding process on their site.&nbsp;At the checkout, get $50 off with the promo code FUNDAMENTALS.</li><li>Invest in crypto and trade it without tax headaches with&nbsp;<a href="https://www.altoira.com/study" rel="noopener noreferrer" target="_blank">AltoIRA</a>.</li><li>Find joy in comfort with&nbsp;<a href="https://fahertybrand.com/" rel="noopener noreferrer" target="_blank">Faherty</a>. Use promo code WSB to snag 20% off all your new spring staples!</li><li>Learn about the next big thing – months before everyone else with&nbsp;<a href="https://trends.co/westudybillionaires" rel="noopener noreferrer" target="_blank">Trends</a>. Start your 7-day trial today for just $1.</li><li>Buying or selling Gold is as easy as buying a stock with&nbsp;<a href="https://vaulted.com/" rel="noopener noreferrer" target="_blank">Vaulted</a>. 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Start your investment journey today with&nbsp;<a href="http://perthmint.com/WhyGold" rel="noopener noreferrer" target="_blank">Perth Mint</a>.</li><li>Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with&nbsp;<a href="https://avast.com/" rel="noopener noreferrer" target="_blank">Avast One</a>.</li><li><a href="https://realestate.com.au/thisisyourlocal" rel="noopener noreferrer" target="_blank">Live local in Melbourne</a>&nbsp;and enjoy $0 Stamp Duty*!</li><li>Gain the skills you need to move your career a level up when you enroll in a&nbsp;<a href="https://www.swinburneonline.edu.au/" rel="noopener noreferrer" target="_blank">Swinburne Online</a>&nbsp;Business Degree. Search Swinburne Online today.</li><li>Design is already in your hands with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a>. 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TIP442: Investing in Stocks w/ Mohnish Pabrai

We Study Billionaires - The Investor’s Podcast Network