Mohnish Pabrai
173 posts
Mohnish Pabrai: The Biggest Mistake Investors Make Is Selling Too EarlyInvestor enthusiasm around artificial intelligence and other fast-rising assets has once again highlighted one of the market’s most persistent characteristics: investors are nat…
Mohnish Pabrai: Investors Should Avoid The Next Shiny Object — AIInvestor enthusiasm remains firmly concentrated in a relatively narrow group of companies tied to artificial intelligence and other high-growth narratives. Capital continues flo…
Mohnish Pabrai: The Biggest Investing Mistake Is Selling Great BusinessesAt a time when major indexes continue to hover near record levels and investor enthusiasm remains elevated, one of the most important questions facing market participants is whe…
Mohnish Pabrai: “Invest In The Pickaxe Makers” During The AI BoomInvestor enthusiasm surrounding artificial intelligence, speculative trading activity, and increasingly aggressive forms of leverage continues to dominate large parts of the mar…
Mohnish Pabrai Says Technology Is Overrated In InvestingArtificial intelligence, venture capital optimism, and the pursuit of rapid financial outcomes continue to dominate investor thinking. Across both public and private markets, ca…
Mohnish Pabrai On AI, Market Speculation, And Long-Term InvestingThe current market backdrop is increasingly shaped by speed, narrative momentum, and the rapid spread of artificial intelligence across nearly every sector. Investors are being …
Mohnish Pabrai Explains Why Only 4% of Stocks Drive Market ReturnsMarkets have entered a phase where valuation discipline matters again. The easy gains from liquidity expansion and multiple re-rating have faded, leaving investors to confront a…
Mohnish Pabrai’s SXSW 2026 Investing Lessons Every Investor Should KnowInvestors often hunt for complexity when durable returns usually come from disciplined simplicity. That was the core takeaway from Mohnish Pabrai’s SXSW 2026 remarks, where he a…
How Mohnish Pabrai’s Mental Models Can Improve Investment ReturnsInvestors spend endless hours hunting for complexity when many fortunes are built on simpler foundations. That is why Mohnish Pabrai’s remarks to Dakshana scholars deserve atten…
Mohnish Pabrai on Finding Value, Asymmetry, and Ignoring Market LabelsMohnish Pabrai’s investing framework, outlined in the recent Pabrai Wagons ETF Shareholder Call, resists neat categorization, and that may be precisely the point. In a market en…
Mohnish Pabrai: Why Simple Ideas and Asymmetry Drive Outsized ReturnsDuring his recent presentation at SXSW, Mohnish Pabrai offered a framework for investors willing to think beyond spreadsheets and embrace behavior, incentives, and asymmetric ou…
Mohnish Pabrai’s Latest Portfolio: Big Bets on Coal, Energy, and Cyclical RecoveryMohnish Pabrai’s Dalal Street LLC reported an equity portfolio of approximately $402 million in the latest quarter, maintaining its signature high-conviction, concentrated value…
Mohnish Pabrai: From Cloned Ideas to Independent ConvictionThe recent Pabrai Wagons Fund Shareholder Call Replay offers a rare, unfiltered look into how Mohnish Pabrai actually builds portfolios, and nowhere is that clearer than in his …
Mohnish Pabrai: Become A Better Investor By Watching Paint DryIn the fireside chat with the Ben Graham Centre, Mohnish Pabrai returned again and again to the foundational idea that, as he put it, “cloning is the best mental model.” For Pab…
Mohnish Pabrai: “Shut the Brain Off” When You Own A Great BusinessIn his interview at the 5th European Value Investing Conference, Mohnish Pabrai championed a powerful, yet underutilized, strategy for success: shamelessly borrowing other peopl…
Mohnish Pabrai: The Holy Grail of InvestingMohnish Pabrai’s investment philosophy, as presented in The Pabrai Wagons Fund Presentation, revolves around patience, concentration, and buying quality businesses at fair or di…
Book Summary – Mosaic: Perspectives on Investing by Mohnish PabraiMosaic is a collection of essays and perspectives from Mohnish Pabrai, written before his more widely known The Dhandho Investor. The book captures the early evolution of his in…
Mohnish Pabrai’s Top 5 Positions Represent 100% Of The Total PortfolioMohnish Pabrai’s Dalal Street, LLC runs a $271.6 million U.S. equity portfolio, with just five positions representing 100% of assets. The concentrated nature of the portfolio hi…