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

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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.