Monsoon Pabrai: the surprising truth about Dakshana, India and meeting Warren Buffett,

Monsoon Pabrai is the Managing Partner and Portfolio Manager of Drew Investment Management, Inc. She holds a B.A. in Political Science from the University of California at Berkeley, with a concentration in International Relations. Monsoon is also the Vice President of The Dakshana Foundation and has made frequent field trips to Dakshana Scholar homes over the years.

She talks to Guy about her upbringing as a child of immigrant parents in the US, as well as how the trips to India for The Dakshana Foundation shaped who she has become. Monsoon also tells how she found her way to investing and talks about some interesting stock picks in India.

Contents:

(00:00) Memories from the Buffett Lunch
(02:52) Character Shaping Experiences
(05:23) Upbringing and Connection to India
(10:34) The Dakshana Foundation
(15:14) Monsoon’s Journey to Investing
(22:34) Investing in India
(28:49) Getting in Touch and Book Recommendations

[manfredeidelloth]

Seeing this impressive young women and hearing how she was raised, deepens my respect for Monish Pabrai even more. Tank you for sharing.

[ruiazevedo]

Thanks for sharing this interview. Monsson is a very lovely person with a bright mind like her dad. I see Guy Spier a bit tired, I wish he does more walking and stay away from sugar. Have a long live Guy!

[markzhou]

wow an amazing call to obey the great commission

[loveanimals-]

This podcast should be called "2 bums wasting your time".

[Mallymall.]

Hey Guy, any beginner level investing books or content you'd recommend I read/watch?

[jingojingo]

IF WE PROVIDE INDIA WITH TOILETS SO PEOPLE STOP CRAPPING OUTSIDE WOULD THAT MAKE SENSE TO INVEST IN? JUST ASKING?

[piyushmishra]

Hey Guy, you are looking a bit weak. Hope You are doing well! Best Wishes!

[sillyhead]

Respectfully, it does look like Guy simps over Mohnish in a way that sort of guarantees that Mohnish will never truly respect him as an equal. Guy could post a decades-long record of Buffett-level returns but the way that Guy voluntarily subordinates himself in every conversation as Mohnish's inferior tells me that equality is no longer possible. You can respect someone without falling over yourself to flatter them, which is what I feel like Guy does which is too bad; I like him and he deserves better but it's hard to have sympathy for him when he's doing this to himself.