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Mohnish Pabrai

Pabrai Funds

2 interviews in Graham & Doddsville.

• Fall 2019 Interview, p. 1 ↗, continues p. 22

  Mohnish on the difference between compounding a portfolio and owning compounders, why he avoids borrowed money and shorts, IPSCO and GrafTech, and investing in South Korea.

  Companies: IPSCO, GrafTech Deep valueInternationalPortfolio construction
• Summer/Fall 2008 Interview, p. 1 ↗, continues p. 2

  'Heads I win, tails I don't lose that much.' Mohnish on discovering value investing at 30 through a Peter Lynch book on a flight, and why most of the fund industry ignored Buffett's laws of investing.

  Deep valuePortfolio construction