After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

060: Mohnish Pabrai Gives An Update On Reysas + Why I Sold Alibaba

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

CHAPTER

Do You Have a Ten Cent Business Model?

i like businesses that don't have competitors. And i feel like the founder magic is a missing from ali baba. It's still there with ten cents. So pony ma, need to learn a lot more about him. We'li, we'll see what happens with amazon. Ah, but we've already seen like, multiple cloud otages this year,. and, you know, who knows if it will take off or not.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner