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TIP442: Investing in Stocks w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
Is Tencent a Good Place to Start?
There're always an issue of runway that comes up in my mind, how big can these things get? When we are making digital investments into these large, scalable businesses where you have the intellectual property, the returns can be spectacular. Tencent has done really well in the wideo game business. If they dominate in the ridiogme business, globally, they dominate in messaging. And wherever they've put their attention, they've done really well. It's like asymmetric to the power a symetric.
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