EPISODE · Jun 17, 2026 · 16 MIN
The Investor Who Beat the Market 30x — Here's What He's Buying Now | #Investing - Ep. 19
from The Automatic Wealth Academy · host Andrea van Schalkwyk
📥 FREE Interactive Budget Blueprint → https://www.automaticwealthacademy.com/the-interactive-budget-blueprint(Set up your personal 70-10-10-10 budget in 5 minutes. No guesswork, no confusion)---Most investors are chasing AI stocks and S&P index funds. Meanwhile, Mohnish Pabrai, the man who turned every dollar into $30 over 27 years, is doing something completely different. In this video I break down exactly what he said in a recent interview on “My First Million” Youtube Channel, where his money is going in 2026, and the mental models behind every single bet. 💡 What you'll learn in this video: • Why Pabrai is completely ignoring AI, Bitcoin, GLP-1, and the S&P 500 right now • His #1 position: a Turkish warehouse operator he bought for 3% of its liquidation value now up 90x • The TAV Airports play where the currency collapse actually worked in his favour • Why Constellation Software is the business nobody can clone and why he owns it • The coal thesis: hated, unloved, cheap, and cash-flowing• The 3 principles behind every single one of his bets • What YOU can take from his framework without copying his exact positions ⏱ CHAPTERS00:00 Introduction – The Investor Beating the S&P 500 for 27 Years01:36 Who Is Mohnish Pabrai and Why Listen to Him?03:23 Bet #1: RYSAS – The Turkish Warehouse Trading at 3% of Asset Value05:24 Bet #2: TAV Airports – Earning Euros, Paying in Collapsing Lira07:04 Bet #3: Constellation Software – The Boring Compounding Machine09:30 Bet #4: Coal – Hated, Cheap, and Still Cash-Flow Rich10:35 What Pabrai Is NOT Buying (AI, Bitcoin, S&P 500)12:52 3 Principles Behind Every Pabrai Investment12:57 Principle 1: Go Where Nobody Else Is Looking13:39 Principle 2: Keep the Thesis Simple Enough for a 10-Year-Old14:20 Principle 3: Set a Very High Bar for Action15:05 Key Takeaway – Copy the Framework, Not the Stocks► Source interview: "Forget S&P, Bitcoin & AI, here's where Mohnish Pabrai is putting his money in 2026" — My First Million ► Watch it here: https://www.youtube.com/watch?v=FjWY1-gZ0Cs---SUBSCRIBE HERE: / https://www.youtube.com/@MyAutomaticWealthAcademy WHO IS ANDREA VAN SCHALKWYKAndrea is an Italian–South African, born and raised in Lusaka, Zambia, and a Value Investor who believes managing money shouldn’t be stressful or confusing.After living in Italy for 20+ years and travelling through 60 countries, he has learned one thing: everyone deserves financial stability, even with a full-time job, a family, and very little free time.Through the Automatic Wealth Academy and articles published on major financial platforms, like Business Insider, Nasdaq, Yahoo Finance and GuruFocus, he helps people simplify their finances, stop living paycheck to paycheck, and finally build the kind of calm, predictable wealth that brings peace of mind.---Financial freedom is more than having money, it’s having control over your time, choices, and future. Understanding your current stage allows you to take targeted, effective steps to progress and achieve generational Wealth.---CONNECT WITH ANDREA | SOCIALS & WEBSITE:🌎 Website - / https://www.automaticwealthacademy.com/𝕏 Twitter/X - / https://x.com/awealthacademy/📸 Instagram - / https://www.instagram.com/automaticwealthacademy/👨💼 Linkedin- / https://www.linkedin.com/in/andreavanschalkwyk/🙂📘 Facebook - / https://www.facebook.com/automaticwealthacademy/---DISCLAIMERS & DISCLOSURES: This content is for educational purposes only and should not be considered personalized financial, investment, or tax advice. Always evaluate your own financial situation and conduct thorough research before making investment decisions. All investments carry inherent risks, and past performance doesn't guarantee future results.
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The Investor Who Beat the Market 30x — Here's What He's Buying Now | #Investing - Ep. 19
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