Want to create an interactive transcript for this episode?
Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai On His New MSFT & AMZN Holdings
Description: I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund.
Timestamps:
00:54 Why buy Microsoft & Amazon at the current market valuations?
03:54 Two truly exceptional businesses…Â
07:00 Microsoft: an almost indestructible franchise
Related episodes:
Mohnish Pabrai Buys Occidental Petroleum + These StocksÂ
https://youtu.be/LRtIBi2SUsw
Mohnish Pabr...