EPISODE · Jan 7, 2026 · 12 MIN
Mohnish Pabrai - Pabrai Investments Portfolio
from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts
Mohnish Pabrai is known for a focused, high-conviction approach to investing.In this episode of PortfolioCasts, we break down the Pabrai Investments portfolio and discuss key holdings such as HCC, AMR, Transocean, Valaris, and Noble.We explore how Pabrai thinks about concentration, downside risk, and value — and what long-term investors can learn from his portfolio construction style.Educational purposes only. Not financial advice. Any figures discussed are approximate.
What this episode covers
Mohnish Pabrai is known for a focused, high-conviction approach to investing.In this episode of PortfolioCasts, we break down the Pabrai Investments portfolio and discuss key holdings such as HCC, AMR, Transocean, Valaris, and Noble.We explore how Pabrai thinks about concentration, downside risk, and value — and what long-term investors can learn from his portfolio construction style.Educational purposes only. Not financial advice. Any figures discussed are approximate.
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Mohnish Pabrai - Pabrai Investments Portfolio
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