Episode 88: Grew Up Learning from Buffett and Munger: Monsoon Pabrai’s Investing Edge

⁠Monsoon Pabrai is the founder of Drew Investment, a value fund she launched at age 25. Representing a new generation of investors, she adapts classic value principles to the modern landscape, shifting focus from tangible balance sheets to intangible assets like network effects and goodwill.

Although raised at the dinner table of a legendary value investor—meeting Warren Buffett at 12—Pabrai emphasises that her foundation was built on traditional operational discipline and EQ. This conversation explores the independence and discipline required to build a career in investing, not just abstract formulas.