Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep

Mohnish Pabrai of Pabrai Investment Funds joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

Mohnish discussed some of the insights he has taken from his conversations with Nick Sleep, whom he has known for a long time. Sleep is famous for concentrating his portfolio in a small number of investments, including Amazon.com and Costco, and holding those companies for a very long time.

Mohnish described how his own approach has evolved as a result of Sleep’s insights and Mohnish’s own decades-long investment experience.

We discussed Mohnish’s global hunt for attractive long-term investment opportunities, including in Turkey, Korea, China, Japan, and India.

Companies mentioned in the session included Ferrari, Amazon, Walmart, Costco, Google, Alibaba, Coca Cola Icecek, Tesla, Snowflake, and Salesforce.

Mohnish also shared an item he added to his investment checklist in 2020.

The full session is available exclusively to members of MOI Global.

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About the instructor:

Mohnish Pabrai is the Founder and CEO of Dhandho Holdings, the parent of Dhandho Funds that was formed in 2014 and capitalized with over $150 million in assets. He is the Founder and Managing Partner of Pabrai Investment Funds, which has grown from $1 million in assets at inception in 1999 to $575+ million in 2019. He is the Founder and Chairman of The Dakshana Foundation (www.dakshana.org), which has gotten over 1,146 impoverished, but brilliant students admitted to the IITs.

As a 24-year old, Mohnish founded TransTech in 1990 and funded it with $70,000 in credit card debt and emptying out the $30,000 in his 401(k) account. TransTech was recognized as an Inc. 500 company in 1996 and had revenues of over $20 million when it was sold in 2000. He has been an active member of YPO for over 19 years. He loves reading, racquetball, biking on Irvine’s bike trails and playing duplicate bridge.

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