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TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run, Sonic AI
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TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
We Study Billionaires
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May 3, 2026
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1:12:36
Interview
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
From
The Investor's Podcast
Mohnish Pabrai
(Managing Partner, Pabrai Funds, guest)
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Executive Summary
Mohnish Pabrai anticipates Berkshire Hathaway will see tighter, more hands-on operational management under Greg Abel, viewing his and Ajit Jain's compensation as a significant bargain for shareholders.
Pabrai emphasizes that a small fraction of investments (the "4% rule") generate the vast majority of returns, a pattern seen both in the broader market and within Berkshire's own acquisition history.
A core tenet of Pabrai's evolving philosophy is to avoid selling great companies, even when they appear fully valued, citing his premature sale of Frontline, which subsequently increased 200x, as a key learning experience.
He advocates for extreme portfolio concentration in high-quality businesses, arguing that diversification is often over-promoted and that investors should let their best ideas become a large part of their portfolio over time.
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Processed Jun 17, 2026
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