Global Stock Markets Portfolio Breakdown | Ft. Monsoon Pabrai

Описание: About Guest:
Monsoon Pabrai is the founder of Monsoon Capital and an investor focused on long-term, value-driven investing across global markets. She began her investing journey at a young age, learning closely from her father and studying the principles of investors like Warren Buffett and Charlie Munger. Over the years, she has built her own fund while actively sharing her thinking through writing and conversations.

In this podcast, Monsoon talks about why investing is fun, how thinking in public makes her a better investor, and why integrity matters more than intelligence alone. She shares her early journey of breaking into the investing world by writing handwritten letters to funds, lessons learned from meeting great investors, and how she evaluates people, promoters, and businesses.

Timestamps:
00:00 - Teaser
03:20 - Why Investing is the Ultimate Game
04:08 - Cold Mailing Strategy: How to Get Noticed by Top Funds
07:10 - Warren Buffett's Advice on Whom to Marry
10:08 - Evaluating People: Integrity, Energy, and Intellect
11:52 - Detecting Fraud & Trusting Your Gut with Promoters
17:39 - The Dynamics of Investing in India
44:59 - Marketing Innovations in Emerging Markets
50:45 - Growing Up in the US vs. India: A Girl's Perspective
1:06:21 - Lifestyle for Clarity
1:15:00 - Understanding Consumer Behavior
1:18:57 - Why Women are Natural Investors
1:33:07 - Investing in the NSE: Valuation & Growth
1:35:37 - Navigating Relationships with Legendary Investors
1:58:10 - Indian Value Investors to Watch
2:06:26 - The Power of Mimetic Desire & Copying the Best
2:10:09 - Charlie Munger: The Comedian Behind Closed Doors
2:16:00 - Representation & Inspiring the Next Generation
2:22:30 - Career vs. Family: Mindset Shifts for Women in India
2:25:16 - Launching a $2M Fund at 24: The Backstory
2:33:52 - Lessons from Father: From Investing to Parenting


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