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

He Likes the Management as Capital Allicators

Monish: He likes what they do with their a capital. My interpretation of the way he's viewing this investment right now is that he was happy to buy it super cheap and let it appreciate in value. And i think we've also seen this with rain industries, where he bought something. T was very cheap, and then he grew to know and like the management and liked their ability to a capital.

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