I'm back. The two ways I do investing these days. The game plan for this show. The number one lesson I'm learning from recent Mohnish Pabrai talks. Almost never sell a wonderful …
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The Most Important Thing (TMIT)
To date, there's been two acts in my life's play: before understanding The Most Important Thing and after understanding The Most Important Thing. The Most Important Thing (TMIT) solved everything for …
Growing Pies Only Please! (Episode 26)
This week Jason talks about the coronavirus and his prediction for how this is going to play out with the economy in the coming months. He also discusses why he won't be buying Schmitt Industries, at …
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Focus On The Downside
An Australian investor recently met Mohnish Pabrai and wrote about his experience meeting Mohnish. I love reading these fly on the wall style reports when investors meet Buffett, Munger, and Pabrai …
Why Did Mohnish Pabrai Buy GrafTech? – Part 1 (Episode 16)
Why did Mohnish Pabrai buy GrafTech? Time for an investigation! Today Jason starts his two-part investigation into GrafTech International (EAF). Part one, today's episode, will focus on the business …
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015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai’s 13F
This week we review Mohnish Pabrai's second quarter 13F, and we talk about his new investment in GrafTech (and next week we'll investigate GrafTech and try to figure out why Mohnish invested). Then we …
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