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Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
In this episode I summarize and discuss selected parts of a recent Q&A session with value investor and fund manager Mohnish Pabrai. During the Q&A Pabrai offered his thoughts on investing mistakes and the reasons for the high average rate of investor errors, current Nvidia (NVDA) euphoria compared with Microsoft (MSFT) euphoria during the Dotcom Bubble, and what it takes to be a good investor. Timestamps: 00:00 Mohnish Pabrai Q&A intro 00:19 Investing mistakes and projecting Nvidia to infinity 01:20 Microsoft stock during and after the Dotcom Bubble 02:59 Amazon stock during and after the…
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