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Mohnish Pabrai on Why He Bought Constellation Software: $CSU.TO $TOI.V $LMN.V

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Patient Investor

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37,450 просмотров • 4 месяцев назад •via X (Twitter)

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Our Portfolio Manager, Mohnish Pabrai, hosts quarterly $WAGN shareholder calls, where he answers investor questions about the portfolio’s existing positions. On our March 11, 2026 call, Mohnish discussed the resilience of "vertical market software," and why market concerns about AI created what we believe was a rare opportunity to invest in Constellation Software ($CSU).
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This is one of the finest speach of Mohnish Pabrai where he shared his insights with students of Peking University. Mohnish Pabrai met 200 public company CEOs in India. He says no one comes close to this guy, Vivek Chaand Sehgal. He explained in detail how Mothersumi became a multibbager.
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.Mohnish Pabrai paid $650K to have lunch with Warren Buffett after copying his strategy to make $84M. Here's why it was worth every penny: Pabrai's wife told Warren: "I love you, but I actually prefer Charlie Munger." Warren got competitive: "Charlie? He's boring and pessimistic. I'm the interesting one." Two days later, Warren emailed Charlie's assistant: "I met this couple who think YOU'RE more interesting. Let's set the record straight." That lunch started what's now over 15 years of friendship. But here's how Pabrai made the $84M: He told his investors: "Your only purpose on Earth is to bring assets to my fund," and turned them into a distribution layer. While everyone bought pets .com at billion-dollar valuations with zero revenue, Pabrai bought: Funeral homes at 2x earnings Steel companies at 3x earnings When NASDAQ imploded 75%, Pabrai was the only guy making money. He didn't just play the market. He bought his way into the inner circle of the greatest investors alive. Shaan Puri
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