Mohnish Pabrai On His New MSFT & AMZN Holdings

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 Mohnish Pabrai’s New Fund Buys EBAY & These Stocks https://youtu.be/dnM_AoC6mzI Recommended investing book: Where the Money Is: Value Investing in the Digital Age, by Adam Seesel (referral link) https://amzn.to/49QpW8n Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (referral link): https://www.gurufocus.com/?affid=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message