Want to create an interactive transcript for this episode?
Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
Description: 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 intro00:19 Investing mistakes and projecting Nvidia to infinity01:20 Microsoft stock during and after the Dotcom Bubble