This conversation is part of our special series, Intelligent Investing 100.
Note: This series will take a one-week hiatus due to the Ideaweek St. Moritz 2025 conference. We will be back with a new installment on February 6th.
Two days ago I had the distinct pleasure of speaking with value superinvestor Mohnish Pabrai 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.
Mohnish is the Managing Partner of Pabrai Investment Funds, the Portfolio Manager of the Pabrai Wagons Fund, and the CEO of Dhandho Funds and Dhandho Holdings. Mohnish manages roughly $1 billion in private partnership and mutual fund assets.
