Feb 27 2025 52 mins 18
Mohnish Pabrai’s Interview with John Mihaljevic at MOI Global on January 21, 2025.
(00:00:00) - Introduction
(00:01:47) - Industrial Real Estate: First Industrial
(00:06:38) - Boom and bust cycle - Oil & shipping businesses
(00:09:14) - CONSOL Energy
(00:12:08) - Coal businesses
(00:21:08) - Frontline
(00:26:03) - Micron
(00:27:48) - Portfolio concentration
(00:30:17) - Reysas
(00:31:56) - Investing in Turkiye
(00:34:21) - Evolution in investing style
(00:35:40) - Evaluating the company's management
(00:37:48) - Capital allocation for coal companies
(00:40:55) - Risk vs. Uncertainty
(00:42:36) - Circle of competence: John Arrillaga
(00:44:32) - Look for anomalies in the market
(00:48:42) - Book recommendation: The Joy of Costco
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