Mohnish Pabrai On His New MSFT & AMZN Holdings

The John Johnston Lounge · Apr 23, 2024 · 12m

I react to part of the first Pabrai Wagons Fund investor call, in which Pabrai discusses his new Microsoft and Amazon stock holdings. Pabrai fields questions from investors about why he bought MSFT and AMZN for the new mutual fund.

Timestamps:

00:54 Why buy Microsoft & Amazon at the current market valuations?

03:54 Two truly exceptional businesses…

07:00 Microsoft: an almost indestructible franchise

Related episodes:

Mohnish Pabrai Buys Occidental Petroleum + These Stocks

https://youtu.be/LRtIBi2SUsw

Mohnish Pabrai Buys PayPal + These Stocks for Wagons Fund

https://youtu.be/dr75eoQRvcY…