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Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It
Exclusive Interview in Special Series, Intelligent Investing 100
Jan 23
•
John Mihaljevic
30
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Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It
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1
1:09:07
How Successful Investors Find Winning Ideas
A Compilation of Wisdom from Hundreds of Interviews
Dec 22, 2024
•
John Mihaljevic
18
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How Successful Investors Find Winning Ideas
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Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?
From Asset-Light to Capital-Heavy: What Could Go Wrong?
Mar 16
•
John Mihaljevic
44
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Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?
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1
Michael Mauboussin on Finding Wisdom in Unconventional Places
A Conversation with Michael about his book, More Than You Know
Jan 1
•
John Mihaljevic
17
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Michael Mauboussin on Finding Wisdom in Unconventional Places
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50:26
Chris Mayer on Stocks that Return 100-to-1, and How to Find Them
Exclusive Interview with Alex Gilchrist
Feb 20
•
John Mihaljevic
10
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Chris Mayer on Stocks that Return 100-to-1, and How to Find Them
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52:36
Why Every Investor Must Understand Capital Cycle Theory
Lessons from "Capital Returns", the Classic by Marathon (Part One)
Mar 13
•
John Mihaljevic
30
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3
2:26:42
Tariffs: Method to the Madness? What's an Investor to Do?
A Closer Look at the Risks and Opportunities
Mar 12
•
MOI Global Equity Research
and
John Mihaljevic
10
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2
33:37
Guy Spier Unplugged: Two Hours of Investment Wisdom and Ideas
Ferrari, Alibaba, coal miners, rating agencies, and much more
Dec 25, 2024
•
John Mihaljevic
14
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Guy Spier Unplugged: Two Hours of Investment Wisdom and Ideas
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5
1:57:15
Mohnish Pabrai on His Book, The Dhandho Investor: The Low-Risk Value Method to High Returns
Mohnish Pabrai Discusses Key Takeaways from His Investment Classic
Dec 1, 2024
•
John Mihaljevic
,
Mohnish Pabrai
, and
Christian Billinger
12
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1:00:03
Chris Bloomstran on His Philosophy, Annual Letters, and Berkshire
Exclusive Interview in Special Series, Intelligent Investing 100
Feb 13
•
John Mihaljevic
8
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Chris Bloomstran on His Philosophy, Annual Letters, and Berkshire
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32:30
KPG: Building the "Constellation Software" of Accounting
Exclusive Interview with Brett Kelly, CEO of Kelly Partners Group
Dec 17, 2024
•
John Mihaljevic
8
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KPG: Building the "Constellation Software" of Accounting
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1:07:17
The Biggest Investment Mistakes — and How to Avoid Them
Succeed Phenomenally by Not Failing Catastrophically
Dec 15, 2024
•
John Mihaljevic
9
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The Biggest Investment Mistakes — and How to Avoid Them
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