I very much enjoyed speaking again with Steve Pomeranz for his “Great Investors” podcast series.
We discussed the fundamental traits of a value investor and the importance of focusing on individual companies and ignoring the market. I also gave my thoughts on the investing environment today and how it is similar to the period when I started Pabrai Funds in 1999. And we discussed Warren Buffett’s comments on Amazon and Google during the Berkshire Hathaway Annual Meeting this year and whether the FAANGS are overpriced.
It is a two-part podcast. The podcast and the transcript can be accessed at: