Great Investors Podcast series – The Steve Pomeranz Show

6/17/2017

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:
Part1: http://www.stevepomeranz.com/mohnish-pabrai/
Part2: http://www.stevepomeranz.com/mohnish-pabrai-2/

Enjoy!

4 Comments

Suresh

6/18/2017 08:57:35 am

Always a pleasure to hear your views and thoughts! Thanks for sharing.

When you were talking about high uncertainty throwing up lower prices, I was thinking about a recent example in a large cap biotech Bristol Meyers squib, a premier company with huge initial success of cancer immunotherapy class of drugs, but after one bad year of their cancer trial failures and rivals like Merck catching up, the market has punished them badly.

But with 100s of trials and r&d research program still ongoing, and still very early days of immunotherapy research, don't you think it's a good chance they can do well in future given that oncology is a huge need for the entire world. Would this case fall under the same kind of "uncertainty" case that you were talking about, and which you may want to bet?

Mohnish Pabrai

10/27/2017 05:34:18 pm

Thanks for the nice note Suresh. Unfortunately I rarely offer such feedback on specific companies. Wish you all the best.

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4/16/2018 10:01:33 am

All the investor takes the overview on the daily basis of market share price. Different investor is buying the share of different company. All the market share price is totally different. The investor is trying to buy the any share and property at the lowest rate.

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6/6/2022 11:10:45 am

Finished the course about a week ago. I didn't think that would give me so much theoretical and practical knowledge. I was very satisfied, the material was taught very clearly and in "human" language, not in nerdy terms. The lecturer's individual approach and support during extracurricular activities is great. In general, the classes are very fun.

Great Investors Podcast series – The Steve Pomeranz Show

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