Grew Up Learning from Buffett and Munger: Monsoon Pabrai’s Investing Edge

Monsoon Pabrai is the founder of Drew Investment, a value fund she launched at age 25. Representing a new generation of investors, she adapts classic value principles to the modern landscape, shifting focus from tangible balance sheets to intangible assets like network effects and goodwill. Although raised at the dinner table of a legendary value investor—meeting Warren Buffett at 12—Pabrai emphasises that her foundation was built on traditional operational discipline and EQ. This conversation explores the independence and discipline required to build a career in investing, not just abstract formulas.In this conversation, we talk about: 00:00 Introduction02:54 Introvert Or Extrovert04:30 Childhood Business Lessons06:14 Meeting Buffett Young07:24 Quitting To Start Fund11:17 Tiger Mom Discipline14:52 Raising First Capital18:54 College Major Pivot22:31 Owning Nepo Baby Label24:09 Freedom Through Investing25:09 Handling Smart Rooms27:07 Value Investing Evolves28:51 Learning From Legends32:39 AI And The Future35:37 Berkshire Performance Lens36:36 Why Amex Wins38:43 China Risk And BYD39:57 India Investing Nuggets43:53 Hardest Skill Doing Nothing44:17 Books And Success46:46 Closing Takeaways------Check out:Monsoon Pabrai:https://www.monsoonpabrai.com/Li Lu Value Investing Session: https://www.youtube.com/watch?v=ajMy9LkQQlw------Newsletter: The Think newsletter delivers actionable insights on long-term thinking & insights. Learn more and sign-up at onepercent.live/subscribe------Follow PritishInsta: https://www.instagram.com/sanyalpritish/LinkedIn: https://www.linkedin.com/in/pritishsanyal/