Who is Mohnish Pabrai?

Mohnish Pabrai is an investor and author known for his value investing approach inspired by Warren Buffett. The material tracks his investment philosophy, including the importance of patience, simplicity, and skepticism of complex models.

• Mar 2026 - Pabrai stated that even Warren Buffett has only a 4% hit rate on investment decisions, as only 12 out of 400 mattered.
• Mar 2026 - Pabrai said the key to Buffett’s success was not the buy decision but never selling.
• Mar 2026 - Pabrai recommended treating Berkshire Hathaway as the index and dollar-cost averaging into its Class B shares.
• May 2026 - Pabrai advised against using Excel, listing it as one of his 10 Commandments of mental models.
• May 2026 - Pabrai argued that an investment thesis should be explainable to a 10-year-old in four sentences.
• May 2026 - Pabrai predicted that cash holdings at Berkshire Hathaway would be half or less of current levels within five years.