Jan 23 2025 15 mins 4
Two days ago I had the distinct pleasure of speaking with value superinvestor Mohnish Pabrai, managing partner of the Pabrai Investments Funds, for more than an hour.
Mohnish discussed his investment thesis on the coal industry and put it in the broader context of investing in capital-starved industries that are entering a rewarding part of the capital cycle.
Mohnish also discussed his latest thoughts on intelligent investing around the world. He reiterated some of the key tenets of his investment philosophy and shared some of the opportunities he sees in global markets.
This conversation is both timely and evergreen, as you’ll hear Mohnish’s latest thoughts on specific opportunities and at the same time learn from his time-tested wisdom and experience.
