OT (sorta) -Gayner and Pabrai interviews

The week's question

In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

Answer this question Continue to Shrewd'mThis note won't appear again

Investment Strategies / Manlobbi's Descent

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 8

Only sorta-OT because MKL is now a Berkshire holding, and both Gayner and Pabrai talk about learning from Buffett and Munger. Both are longer interviews and I found it interesting to listen to them back to back. The two investors have similar philosophies as regards value investing and long-term compounding, but very different personalities and portfolios.

Tom Gayner on Boyar Value podcast, 12-14-22:
boyarvaluegroup.com - Tom gayner co CEO of markel discusses the evolution of markel into a fortune company the secret to success in

Rationality, Markel and Covid, on discovering that Berkshire had taken a stake in Markel, why insurance is hard, capital allocation decisions, tax and other advantages to not selling, etc.

Mohnish Pabrai talk (Helvetian Investment Club, 11-29-2022):
YouTube: Mohnish Pabrai's Speaker Event with Helvetian Investment Club at St. Gallen Univ on Nov 29, 2022 (Mohnish Pabrai)

His career in investing, the outsized importance of one large success, asymmetric bets, and other subjects

Post New | Post Reply | Report Post | Recommend It!

Print the post Share: X · FacebookFB · LinkedInLI · WhatsAppWApp · Email

Members reply directly to CapitalAlligator here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »

This community has written 27 posts about Manlobbi's Descent. The article-length ones it recommended most:

Google cloud contributes to IV10/price · 44 recs · 2025

Welcome! · 38 recs · 2022

IV10/price deltas · 22 recs · 2023

humanities & behavioral finance · 6 recs · 2025

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Announcements

Manlobbi's Descent FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website The Motley Fool (TMF) in any way. The Shrewd community here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.