
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
Am, I'm Cloning Monish on Ali Baba and I Like It More the Cheaper It Got
Am, i sold aly baba and i sold naspers. Why? Because I like ten cents better. And so based on what i heard him say, my conviction level went up on races. So the one i have even more conviction on, am, is races. A, just, a just, it's an intense clone. Its a ferocious clone, and i'm cloning monish on it. Am, with ali baba,. The one thing that comes to mind was selling o ka, so why did i sell? While part of it was cloning, shameless, ferocious and intense cloaning, a huge portion of it was a, ten was ten cents.
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