Mohnish Pabrai: Spotting the winners of tomorrow

In this interview with MIT’s Brass Rat Investments, Mohnish Pabrai explains why young people have a clear advantage in identifying emerging trends and investment opportunities due to their proximity to cultural and technological shifts.

He highlights historical examples such as the early adoption of Facebook at prestigious universities, which were indicative of broader societal changes.

He advises young investors to capitalize on their firsthand experience with new products and services, suggesting that making a detailed list of these could reveal potential future investments. This list, particularly of publicly traded companies whose products they use, could become a valuable resource for spotting companies likely to grow significantly over the coming decades.

So what I’m saying is the thing that you should do make a list of every product and service that you have consumed in the last couple of years. So what brand of clothing are you buying? What perfumes are you buying ? What online services are you buying?

[…] make a list of all the publicly traded companies that are products and services that you are using today. And if you fast forward 10 or 20 years and just look at that list there will be 50 baggers from that list.

Share the news

Disclaimer of liability

The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.

Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk

You might also find this interesting:

Bill Ackman: 2025 Annual Investor Presentation

In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.

Terry Smith: The Core Attributes of A Great Investment

In this interview, British investing icon Terry Smith, the manager of the UK’s largest stock fund Fundsmith, shares his lessons after a lifetime of investing. Terry delves into the skills, personality traits, and principles that propelled him from humble beginnings to the top of the investing world.

Aswath Damodaran: DeepSeek crashes the AI Party

In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.

Cliff Asness: Get Your Expectations in Line With Reality

In this article, AQR assess the assumption built into today’s market and what that likely will mean for forward returns. These insights aim to guide investors in setting realistic medium-term (5-10 years) expectations while emphasizing the importance of valuation discipline and diversification in navigating compressed risk premia across asset classes.