Best Mohnish Pabrai Podcasts (2025)

1
Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy on February 15, 2025. 1:11:17

8d ago1:11:17

1:11:17

Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy on February 15, 2025. (00:00:00) - Introduction (00:01:20) - I am a single-player game player (00:03:01) - My friendship with Buffett and Munger (00:04:52) - Lunch with Warren Buffett (00:10:39) - Rick Guerrin (00:13:29) - Lessons learnt from Warren; The Inner scorecard (00:18:12) - …

1
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital 30:34

22h ago30:34

30:34

Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: 1Main Capital Alluvial Capital NZS Capital Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests…

1
The Perceptive Investor: A Conversation with Ardal Loh-Gronager 1:03:49

6d ago1:03:49

1:03:49

In this conversation, Ardal Loh-Gronager shares his journey from an early entrepreneurial spirit, sparked by trading video games, to founding Loh-Gronager Partners. He discusses his investment philosophy, emphasizing long-term value investing, a unique fee structure inspired by Warren Buffett, and the importance of governance and sustainability in …

1
BuildDirect.com Technologies: A Conversation w/ CEO Shawn Wilson 1:02:44

6d ago1:02:44

1:02:44

In this episode of the Capital Compounders Show, host Robin Speziale interviews Sean Wilson, CEO of BuildDirect, who shares his journey in the flooring industry, the evolution of BuildDirect's business model, and the company's strategic objectives for the future. Wilson discusses the importance of professional contractors as primary customers, the …

1
Voyageur Pharmaceuticals: A Conversation with Founder & CEO Brent Willis 29:42

6d ago29:42

29:42

In this episode of the Capital Compounder Show, host Robin Speziale interviews Brent Willis, Founder and CEO of Voyager Pharmaceuticals. They discuss the importance of domestic production of medical imaging drugs, particularly barium contrast, and the discovery of the Frances Creek Project. Brent shares insights into the competitive landscape, mark…

1
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation 1:07:14

8d ago1:07:14

1:07:14

This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of mining …

1
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story 16:13

15d ago16:13

16:13

Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management C…

1
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon 1:18:56

22d ago1:18:56

1:18:56

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizing Research process Portfolio construction Investment criteria Lessons learned …

1
Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024 47:19

26d ago47:19

47:19

Mohnish Pabrai's Q&A session with Dakshana Scholars at Dakshana Valley, Pune on December 26, 2024. (00:00:00) – Introduction (00:00:33) - Starting Without All Answers; Super 30 Model (00:05:08) - Dakshana’s breakthrough with NVS (00:09:19) - Helping Millions Through Innovation (00:13:38) - Infinite Vision: Arvind Eye Care (00:20:53) - Trust builds …

1
Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024 42:53

26d ago42:53

42:53

Mohnish Pabrai's Q&A session with Dakshana Scholars at JNV Lucknow on July 14, 2024. (00:00:00) – Introduction (00:00:32) - Adam Smith and David Ricardo (00:04:03) - Success story of India’s shrimp industry (00:09:24) - MSP and farm laws; India vs USA (00:14:37) - Japan’s rapid post-war development (00:20:01) - Givers, Takers, Matchers & Dakshana (…

1
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold 1:17:26

29d ago1:17:26

1:17:26

Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks …

1
Kneat.com: A Conversation with Co-Founder & CEO Eddie Ryan 37:33

1M ago37:33

37:33

In this conversation, Eddie Ryan, Co-Founder and CEO of Kneat.com, shares his journey from a mechanical engineer to leading a company that provides digital validation solutions for the health & life sciences industry. Eddie Ryan discusses the competitive landscape, the impact of their first major customer Biogen, and Kneat.com's growth strategy. Ed…

1
A Conversation with British Trader Marc Walton: 25+ Years of Trading Knowledge in 60 Minutes 1:02:42

1M ago1:02:42

1:02:42

In this episode, Robin Speziale interviews Marc Walton, a professional trader and founder of Forex Mentor Pro. They discuss Marc's journey from selling his business in the UK to becoming a successful trader in the Canary Islands. The conversation covers trading psychology, the importance of persistence, and the impact of market cycles. Marc shares …

1
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More 1:17:20

1M ago1:17:20

1:17:20

Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company,…

1
Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025 52:18

1M ago52:18

52:18

Mohnish Pabrai's Interview at the Capital Compounders Show on February 25, 2025. (00:00:00) - Introduction (00:00:53) - Move to Austin, Texas (00:09:52) - Age is just a number (00:11:27) - The Dakshana Foundation: A math game (00:15:57) - My 4 games – Bridge, Dakshana, Compounding & Golf (00:17:11) - Bridge with Warren & Charlie (00:21:46) - Bridge…

1
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL) 40:43

1M ago40:43

40:43

Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton Partners Giverny Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Management Company, al…

1
The Smith Manoeuvre Explained (Make Your Mortgage Tax Deductible and Create Wealth): A Conversation with Robinson Smith 44:41

2M ago44:41

44:41

In this conversation, Robinson Smith discusses the Smith Maneuver, a financial strategy developed by his father that allows Canadian homeowners to convert their non-deductible mortgage debt into tax-deductible investment debt. He explains the mechanics of the maneuver, its benefits, and the importance of working with qualified financial professiona…

1
BluMetric Environmental: A Conversation with CEO Scott MacFabe 45:39

2M ago45:39

45:39

In this conversation, Scott MacFabe, CEO of BluMetric, discusses the company's mission to address global water issues through innovative technology and consulting services. He highlights the importance of their recent acquisition of Gemini Systems, which expands their market reach into the U.S. and Caribbean. Scott shares insights on growth potenti…

1
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas 1:39:22

2M ago1:39:22

1:39:22

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Act…

1
Adam Rossi: Investing In The Age of DOGE 1:09:07

2M ago1:09:07

1:09:07

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversat…

1
Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024 50:58

2M ago50:58

50:58

Mohnish Pabrai's Guest Lecture at Microsoft on November 15, 2024. (00:00:00) - Introduction (00:01:49) - Microsoft; Bill Gates (00:03:19) - The future of AI (00:04:27) - Value vs. Growth investing (00:08:58) - IPSCO (00:13:13) - Reysas (00:15:47) - Starting with value investing (00:19:37) - My journey in investing; Introduction to Warren Buffett (0…

1
EMERGE Commerce: A Conversation with Founder & CEO Ghassan Halazon 52:07

2M ago52:07

52:07

In this episode, Ghassan Halazon, Founder and CEO of Emerge Commerce, shares his journey from Wall Street to entrepreneurship, detailing the challenges and successes of building a portfolio of e-commerce brands. He discusses the strategic acquisition of Shop.ca, the growth of TruLocal, and the evolution of their golf brands. Ghassan emphasizes the …

1
Super Wealth: A Conversation with UHNWI Senior Advisor & Portfolio Manager Thane Stenner 1:18:17

2M ago1:18:17

1:18:17

In this conversation, Thane Stenner, Senior Portfolio Manager at Stenner Wealth Partners+, shares insights into the world of ultra high net worth clients in Canada. He discusses the unique needs of these clients, the evolution of wealth in Canada, and the role of organizations like Tiger 21 in wealth management. Thane emphasizes the importance of a…

1
The Dhandho Investor: A Conversation with Superinvestor Mohnish Pabrai 1:03:10

2M ago1:03:10

1:03:10

In this engaging conversation, Mohnish Pabrai shares insights into his life, investment philosophy, and the impact of his work with the Dakshana Foundation. Pabrai discusses his recent move to Austin TX, the design of his library, and reflections on turning 60. Pabrai emphasizes the importance of compounding, cloning in investing, and the significa…

1
California Nanotechnologies: A Conversation with CEO Eric Eyerman 52:36

2M ago52:36

52:36

In this conversation, Eric Eyerman, CEO of California Nanotechnologies, discusses the company's operations, strategic positioning in California, and innovative technologies it offers in material science. He shares insights into the company's journey, including significant client relationships, revenue models, and future growth strategies. Eyerman e…

1
Small Cap Hedge Fund Veteran: A Rare Conversation with David Fawcett (Epic Capital) 1:10:28

2M ago1:10:28

1:10:28

In this conversation, David Fawcett, Founding Partner of Epic Capital, shares insights from his extensive experience in hedge fund management, discussing the evolution of his firm since its inception in 2000. He reflects on navigating market challenges, particularly during the Great Financial Crisis, and highlights current investment opportunities …

1
Euro Small Cap Technology Stocks: A Conversation with Mansour Dia (Langdon Equity Partners) 58:06

2M ago58:06

58:06

In this conversation, Mansour Dia shares his journey from Constellation Software to Langdon Equity Partners, discussing the intricacies of software acquisitions, the importance of building relationships in the investment world, and the unique opportunities present in the European small cap tech landscape. He emphasizes the significance of cash flow…

1
Small & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management) 1:48:31

2M ago1:48:31

1:48:31

In this episode, host Robin Speziale interviews Adam Wilk, founder and portfolio manager of Greystone Capital Management. Adam shares his unique journey from working in the NBA to becoming a successful investor focused on small and mid-cap companies. Wilk discusses the advantages of investing in smaller, underfollowed businesses, the importance of …

1
Sangoma Technologies: A Conversation with CEO Charles Salameh 1:15:36

2M ago1:15:36

1:15:36

In this conversation, Charles Salameh, CEO of Sangoma Technologies, shares his journey and vision for the company, which has been a significant player in the telecommunications industry since 1984. He discusses the transformative 'Project Diamond' aimed at integrating various services and improving operational efficiency. Salameh highlights the imp…

1
Goodfood Market: A Conversation with Co-Founder & CEO Jonathan Ferrari 1:31:08

2M ago1:31:08

1:31:08

In this conversation, Jonathan Ferrari, Co-Founder and CEO of Goodfood Market, shares his journey from childhood ambitions to leading a successful meal kit company. He discusses the challenges and triumphs of building Goodfood, the impact of market changes, and the innovative strategies that have positioned the company as a leader in the meal kit i…

1
Investing Venture Capital Style: A Conversation with Harold Leishman (LLC Private Wealth) 52:08

2M ago52:08

52:08

In this conversation, Harold Leishman, an investment advisor with over 30 years of experience, shares insights into his family's venture capital legacy, his investment philosophy focusing on small-cap companies, and the importance of understanding market dynamics. KEY TAKEAWAYS: Harold's grandfather was a pioneer in venture capital The small cap ma…

1
Pinetree Capital Redux: Interview with VCs Sheldon & Jakson Inwentash (ThreeD Capital) 52:30

2M ago52:30

52:30

In this conversation, Sheldon and Jackson Inwentash discuss their journey in the investment world, focusing on the evolution from Pinetree Capital to ThreeD Capital. Sheldon and Jakson explore various megatrends, including health tech, blockchain, AI, and hydrogen technology, while emphasizing the importance of psychology in investing. The discussi…

1
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai 1:14:42

2M ago1:14:42

1:14:42

I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner w…

1
Mohnish Pabrai’s Interview at MOI Global on January 21, 2025 52:47

2M ago52:47

52:47

Mohnish Pabrai’s Interview with John Mihaljevic at MOI Global on January 21, 2025. (00:00:00) - Introduction (00:01:47) - Industrial Real Estate: First Industrial (00:06:38) - Boom and bust cycle - Oil & shipping businesses (00:09:14) - CONSOL Energy (00:12:08) - Coal businesses (00:21:08) - Frontline (00:26:03) - Micron (00:27:48) - Portfolio conc…

1
The Great Silver Bull (Crush Inflation and Profit as the Dollar Dies): A Conversation with Peter Krauth 1:32:54

2M ago1:32:54

1:32:54

In this conversation, Peter Krauth discusses the historical significance of silver as a hedge against inflation, its role in modern economies, and the dynamics of the silver market. Krauth shares insights on the Hunt brothers' impact on silver prices, the industrial demand for silver, and the current supply chain challenges. Krauth then provides in…

1
WELL Health Technologies: A Conversation with Founder & CEO Hamed Shahbazi 54:21

2M ago54:21

54:21

In this conversation, Hamed Shahbazi, Founder and CEO of WELL Health Technologies, shares his journey from starting the company to transforming the healthcare landscape through technology. He discusses the challenges and opportunities in the healthcare sector, the importance of digitization, and the role of personal health in leadership. Hamed also…

1
Small Cap Technology Stocks: A Conversation with Tom Liston (Board Member of WELL Health & Tantalus Systems) 1:15:54

2M ago1:15:54

1:15:54

In this conversation, Tom Liston shares his journey from a small-town upbringing in New Brunswick to becoming a prominent investor in Canadian small cap technology companies. He discusses his early career on Bay Street, his experiences at Yorkton Securities and Versant Partners, and his pivotal role in the growth of Well Health Technologies, and no…

1
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT) 31:26

2M ago31:26

31:26

Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Managemen…

1
Mohnish Pabrai's session with CIBS at University of Cambridge on January 31, 2025 41:20

2M ago41:20

41:20

Mohnish Pabrai's session with Cambridge Investment Banking Society at University of Cambridge on January 31, 2025. (00:00:00) - Introduction (00:01:38) - Marcus Aurelius: Stoic philosophy (00:04:28) - Learning from mistakes (00:09:01) - Ignore Macroeconomic factors (00:11:57) - Value vs growth investing (00:14:58) - Investing in Turkey: Reysas (00:…

1
Swen Lorenz: Drowning in Undervalued Shares 57:27

3M ago57:27

57:27

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research i…

1
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) 1:16:31

3M ago1:16:31

1:16:31

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…

1
Stephen Farrington: An Unemployed Small-Cap Value Degenerate 1:24:18

3M ago1:24:18

1:24:18

This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer. And what a story i…

1
John Swallow (Idaho Strategic): The Golden Age of Gold Mining 1:15:58

3M ago1:15:58

1:15:58

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. …

1
Hidden Small Cap Gems: A Conversation with Canada's Top Hedge Fund Manager Jordan Zinberg (Bedford Park Capital) 1:21:34

3M ago1:21:34

1:21:34

In this engaging conversation, Jordan Zinberg, Founder and President of Bedford Park Capital, shares insights into his journey to becoming Canada's top hedge fund manager. He discusses the importance of return on equity, investment strategies including special situations, and the significance of both small and large cap companies in his portfolio. …

1
Fintech Trends 2025: A Conversation with VC Managing Partner Tal Schwartz (Exit North Ventures) 57:10

3M ago57:10

57:10

In this conversation, Tal Schwartz, managing partner of Exit North Ventures, shares his journey in the fintech industry and the establishment of his venture capital firm. He discusses the evolution of fintech in Canada, the role of venture partners in supporting early-stage companies, and the challenges faced by new entrants in a market dominated b…

1
How to Buy a Profitable Franchise: 101 Guide (w/ Gary Prenevost) 1:00:14

3M ago1:00:14

1:00:14

In this conversation, Gary Prenevost discusses the intricacies of franchise ownership, emphasizing the potential for wealth creation through franchising while also highlighting the necessary skills and commitment required. He explains the various franchise structures, the importance of understanding one's own skills and resources, and the process o…

1
Investing In The Next Big Thing: A Conversation with Jordan McNamee (Optimist Fund) 1:38:01

3M ago1:38:01

1:38:01

In this conversation, Jordan McNamee, founder of the Optimist Fund, discusses his investment philosophy centered around optimism and growth-oriented companies. He shares his journey from sports to investing, the challenges faced in launching his fund, and the importance of unit economics in evaluating businesses. The discussion also covers specific…

1
Mississauga 2030: Mayor Carolyn Parrish's Future Growth Vision 42:47

3M ago42:47

42:47

In this conversation, Mississauga Mayor Carolyn Parrish discusses her vision for the growth and development of Mississauga, highlighting her quick wins in office, plans for a vibrant downtown, housing initiatives, transportation infrastructure, and the evolving business landscape. She emphasizes community engagement and reflects on her leadership j…

1
Predicting Small-Cap Speculative Takeovers: A Conversation with Nicholas Cortellucci (Atrium Research) 41:22

3M ago41:22

41:22

In this conversation, Nicholas Cortellucci, co-founder of Atrium Research, discusses the transformation of sell-side research, the launch of the takeout report, and insights into small-cap investment strategies. He highlights the challenges faced by small companies in gaining research coverage and the importance of democratizing access to quality r…

1
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN) 38:49

4M ago38:49

38:49

We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the invest…

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