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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