Mohnish Pabrai's Brutally Honest Thoughts on the Stock Market.

Mohnish Pabrai is one of the world's greatest Buffett-style investors, and today I get to pick his brain on the state of the stock market and S&P 500, Warren Buffett's massive investment in Google, and how he finds market beating opportunities, no matter the weather.

★ ★ CONTENTS ★ ★
0:00 Market Overvaluation
3:20 Berkshire's Future
5:30 Berkshire's Cash Pile
6:57 Buffett's Google Investment
13:30 The Kaspi Play
17:30 How Mohnish Finds Stocks
24:00 Circle of Competence
28:00 Adobe Stock
31:00 The SpaceX IPO
33:30 Elon Musk
35:40 Buffett's "Too Hard" Pile
36:40 Passive Investing Bubble
39:05 Mohnish's Non Negotiables
43:20 Focus
44:05 If Mohnish Started Over...
45:00 Holding Overvalued Compounders
48:10 Private Credit
48:50 Outro