Interviews with Legendary Investors Starter Pack

Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai’s new investment framework and how retail investors can clone it. They also talk about why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994, why the Spawning framework is and why it’s better than buying back shares, where Mohnish would like to add to his circle of competence with no time cost, and why watching paint dry is the core of being a great investor.

Stig Brodersen talks with legend value investor Mohnish Pabrai about his thoughts on Alibaba, Tencent, and a personal letter from Warren Buffett. They also discuss Pabrai’s natural biases, what to look for in an asset manager, and how and why to invest in a country with secular inflation.

Stig Brodersen chats with Guy Spier who has had a profound impact on the value investing community. As with Warren Buffett, many investors first find Guy Spier to learn how to invest. But while you might come for the investing lessons, you stay for the life lessons.

Preston and Stig gain access to one of the greatest investing minds of all time. Mr. Miller was the former Chairman and Chief Investment Officer for Legg Mason Capital Management where he managed over 75 billion dollars. Today, Miller owns and operates Miller Value Partners. Through the years, Mr. Miller has been called “The Greatest Money Manager of the Decade” by Morningstar, a member of the “Power 30” by SmartMoney, and a member of the “All-Century Investment Team” by Barron’s.

In this episode, Preston Pysh and Stig Brodersen bring back legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return.

William Green interviews Ray Dalio, the legendary founder of the world’s largest hedge fund — Bridgewater Associates. Dalio explains how to position ourselves to survive & thrive in the changing world order and why he views diversification as “the most important thing.” In this episode, he also talks about how a disastrous mistake turned into one of the best experiences in his life.

Trey Lockerbie is joined by billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard’s memos, you are missing a critical piece of your investing education. Howard has also written some of Trey’s favorite books including The Most Important Thing and Mastering the Market Cycles, which they discuss in depth in this episode and much more.

Trey Lockerbie is joined by legendary investor Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced spectacular returns for over 3 decades. They talk about Joel’s investing philosophy, case for diversification, and more.

Preston Pysh & Stig Brodersen talk to investing expert Bill Nygren about various value investing and growth investing picks and also where he values the overall market. It’s a great episode for learning how to think about valuation and steps for identifying substantial winners

Stig Brodersen chats with Bryan Lawrence. His company Oakcliff Capital has outperformed the S&P500 since its inception on June 1, 2004. By December 31, 2021, the S&P500 has returned 392% compared to Oakcliff Capital, returning 718% after fees.

Preston Pysh and Stig Brodersen talk to world renown investor, author, and mathematician, Dr. Edward Thorp. As a hedge fund manager for 30 years, Dr. Thorp has achieved the unprecedented 20% return per year. His personal net worth is $800 million and he has traded nearly 100 billion dollars during his career.