Mohnish Pabrai's Interview with New Money on July 21, 2026

Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026.

(00:00:00) - Introduction

(00:00:35) - Investing in Berkshire Hathaway Class B shares

(00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio

(00:06:19) - Berkshire's investment in Google

(00:09:36) - The gold rush: Memory businesses; Micron

(00:12:36) - Kaspi

(00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club

(00:22:15) - Invest in your highest conviction bets

(00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi

(00:28:44) - SpaceX; Elon Musk

(00:32:54) - The too hard pile

(00:35:59) - Evaluating the management; NVR

(00:39:55) - Focus: The most important mental model

(00:41:20) - When to exit from a position; Impact of business moats

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