
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
May 3, 2026 - 68:10
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Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or q...
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley is an episode from We Study Billionaires - The Investors Podcast by Stig Brodersen. Daniel Mahncke and Shawn O'Malley take a deep dive...
This episode belongs to We Study Billionaires - The Investors Podcast.
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Published May 7, 2026, 93:34 long, audio available.