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.

In this conversation, we talk about:

00:00 Introduction

02:54 Introvert Or Extrovert

04:30 Childhood Business Lessons

06:14 Meeting Buffett Young

07:24 Quitting To Start Fund

11:17 Tiger Mom Discipline

14:52 Raising First Capital

18:54 College Major Pivot

22:31 Owning Nepo Baby Label

24:09 Freedom Through Investing

25:09 Handling Smart Rooms

27:07 Value Investing Evolves

28:51 Learning From Legends

32:39 AI And The Future

35:37 Berkshire Performance Lens

36:36 Why Amex Wins

38:43 China Risk And BYD

39:57 India Investing Nuggets

43:53 Hardest Skill Doing Nothing

44:17 Books And Success

46:46 Closing Takeaways

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Check out:

Monsoon Pabrai:https://www.monsoonpabrai.com/

Li Lu Value Investing Session: https://www.youtube.com/watch?v=ajMy9LkQQlw

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How Estée Lauder transformed the cosmetic industry and built an empire:

Estée Lauder built a cosmetics empire not by inventing perfume, but by reimagining how it was sold—transforming fragrance from a luxury gift women waited to receive into an everyday self-care product they bought for themselves.

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Pritish Sanyal: https://www.linkedin.com/in/pritishsanyal/

About Utsav Somani:

⁠Utsav is the founder of Offline — India’s most exclusive community of scaled-up tech founders. Early members include co-founders of Zomato, Country Delight, Ultrahuman, Noise, CoinDCX, and many more.

He is responsible for bringing AngelList to India. AngelList India became the most active seed investor in the country with 500 investments since it’s launch in 2018. He runs 2 separate funds called iSeed and Galaxy that have around $100M in AUM. Utsav has personally invested in companies like BharatPe, CoinDCX, Pristyn Care, Jupiter, Park+ along with top-tier VC firms.

In this conversation, we talk about:

• 00:00 Intro

• 02:13 Navigating Introversion

• 05:40 The Art of Cold Outreach

• 07:23 Reflecting on a Decade of Investing

• 10:51 Challenges and Learnings in Angel Investing

• 12:38 Building the Community

• 15:21 The Vision for Offline

• 18:05 Executive Coaching and Community Building

• 21:14 Building a Strong Cap Table

• 21:46 The Importance of Monopoly and Control

• 24:13 Private Paid Communities

• 30:32 Decision-Making Framework

• 34:07 Balancing Work and Personal Life

• 35:57 Defining Success

• 36:33 Key Takeaways from the Conversation