Monsoon Pabrai is the Managing Partner and Portfolio Manager of Drew Investment Management, Inc. She holds a B.A. in Political Science from the University of California at Berkeley, with a concentration in International Relations. Monsoon is also the Vice President of The Dakshana Foundation and has made frequent field trips to Dakshana Scholar homes over the years.

She talks to Guy about her upbringing as a child of immigrant parents in the US, as well as how the trips to India for The Dakshana Foundation shaped who she has become. Monsoon also tells how she found her way to investing and talks about some interesting stock picks in India.

Full transcript available here

Contents:
0:00 Memories from the Buffett Lunch
2:52 Character Shaping Experiences
5:23 Upbringing and Connection to India
10:34 The Dakshana Foundation
15:14 Monsoon’s Journey to Investing
22:34 Investing in India
28:49 Getting in Touch and Book Recommendations