Pabrai Funds Annual Meeting

Executive Summary

Once every quarter our Mastermind Group gets together over Skype and chats about the current market conditions. We don’t have a strict structure for the meeting. Instead, we shoot for an open forum and discussion of friction points in opinions.

In this episode, you’ll learn:

  • What Hari learned at Mohnish Pabrai’s annual meeting
  • How Tobias’ research shows that the stock market is overvalued
  • Why Calin is struggling with currency exposure and how to fix it
  • Why Preston thinks that the Japanese stock market is getting scary
  • Why Stig think that Warren Buffett’s largest acquisition is too expensive

Books and resources mentioned in this episode

Hari’s blog post,

Hari’s notes from the, Pabrai Funds Annual Meeting

Calin’s SEO Company: Inbound Interactive

Tobias’ Investing Site: The Aquirers Multiple

Tobias’ Blog:

Tobias’ book, Deep Value – Read reviews of this book.

Tobias’ book, Quantitative Value – Read reviews of this book.

Videos that Support this Podcast

Stig and Tobias’ Discussion on Deep Value

Stig and Hari’s Discussion on Deep Value

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