skinny.

Latest / The John Johnston Lounge

Mohnish Pabrai: The Importance of Owners’ Intrinsic Value

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbucks, Home Depot, and the company founders. Related episodes: Mohnish Pabrai: Why Great Stock Ideas Are Rare https://youtu.be/cIasDBIkoM0 Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Referenced video: Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 https://youtu.be/FFxUSADENrc Stocks Today With JJ channel: https://www.youtube.com/@jjstockstoday Join The Art of Value…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.