Why Would Monish Buy These Two Companies?

Both of them have english language investor relations departments that they keep up dated, right there on the beautiful thing called the internet. And we have to ask ourselves, why would monish buy them, and what are we looking for? So i'm going to be diving into those two companies. If i am correct, if he did by these two companies, i'm looking for incredible amounts of value, huge amounts of value. That's what i'm Looking For.