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

------

Check out:

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

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

------

Newsletter: The Think newsletter delivers actionable insights on long-term thinking & insights. Learn more and sign-up at onepercent.live/subscribe

------

Follow Pritish

Insta: https://www.instagram.com/sanyalpritish/LinkedIn: https://www.linkedin.com/in/pritishsanyal/

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.

Follow & Subscribe:

Newsletter: https://www.onepercent.live/subscribe

WhatsApp: ⁠⁠https://bit.ly/TOP_WA2 ⁠⁠

YouTube: ⁠⁠https://bit.ly/TOP_YouTubeVideos

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

Why Starbucks Must Choose: Connection or Convenience?

The future of brand trust lies in one powerful decision. In an ever-evolving world dominated by technological advancements, companies face a pivotal challenge. It isn't just about adopting the latest technology; it's about striking a balance with the irreplaceable human touch. Today, we delve into the journey of Starbucks and explore how a brand known for creating a communal coffeehouse vibe navigates redefining its identity amid technological progress.

Follow & Subscribe:

Newsletter: https://www.onepercent.live/subscribe

WhatsApp: ⁠⁠https://bit.ly/TOP_WA2 ⁠⁠

YouTube: ⁠⁠https://bit.ly/TOP_YouTubeVideos

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

Mastering Antifragility: Insights from Amazon, Zoom, and Nokia's Journeys:

Jitha and I delved into Nassim Taleb's concept of Antifragility, a topic Jitha had explored in his newsletter No.147. We explored the concept of Antifragility, examining how leading organisations like Amazon, Zoom, and InMobi not only survived but thrived during uncertain times, and contrasted this with Nokia's transformation into a fragile organisation.

We discuss how, in uncertain times, fragile companies perish, resilient companies survive, and anti-fragile companies grow.

We also talk about why startups should focus on scoring in their markets and act like a mosquito rather than being Antifragile.

Given the current landscape of Artificial Intelligence and the uncertainty it's causing in the workforce, this discussion has never been more critical. Which organisations will be able to adopt an antifragile mindset and grow as AI becomes mainstream?

Follow & Subscribe:

Jitha's Newsletter Sunday Reads: https://jitha.substack.com/

The One Percent Project: WhatsApp: ⁠⁠https://bit.ly/TOP_WA2 ⁠⁠ YouTube: ⁠⁠https://bit.ly/TOP_YouTubeVideos

00:00 Introduction02:36 Understanding Antifragility06:21 Amazon's Antifragility During COVID17:51 Zoom's Antifragility During COVID21:12 Nokia's Journey from Antifragile to Fragile27:08 Conclusion and Key Takeaways

Full Conversation: https://bit.ly/TOP_BusinessBreakdownIndianFB

Full Conversation: https://bit.ly/TOP_BusinessBreakdownIndianFB