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

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app