
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1
Mohnish Pabrai's Interview with Knowledge Inside podcast on August 19, 2026 - Episode 1.
(00:00:00) - Introduction
(00:01:41) - BCD Tofu House
(00:03:09) - Advancement in South Korea
(00:04:33) - Spend less than you earn!
(00:05:57) - Memory businesses: Samsung, SK Hynix & Micron
(00:10:08) - Micron vs. SK Hynix
(00:12:19) - The declining population of South Korea; Hyundai
(00:14:50) - Investing in S&P vs. Berkshire Hathaway
(00:17:47) - My investment checklist; Leverage, Business moats & Management teams
(00:20:18) - Hyundai vs. MasterCard
(00:22:26) - Investing in Turkey; Reysas
(00:26:16) - When to sell a stock; Nifty-50 in 1960s-70s: Walmart
(00:31:55) - IKEA
(00:35:46) - Recognise the anomaly; Burger King
(00:41:42) - Impact of AI
(00:42:42) - Discovering Reysas
(00:46:32) - Buffett's investment in American Express in Apple
(00:54:26) - Yong Ping Duan: Founder of Oppo & Vivo
(00:56:41) - Rick Guerin; Leverage
(00:58:18) - Avoid leverage and chasing other's dreams
(01:00:21) - Learning from my mistakes; Ferrari
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