
057: Mohnish Pabrai Sells Alibaba + 13F Updates
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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The Fourth Check List Item, Half Eating Petza, Is Not Egregiously Overvalued
If i can find a half eaten petza out there, formerly called cigar butts, and i've got a huge margin safety, then i'll be willing to part ways with a growing, wonderful business that's still getting better. The fourth check list item is, if i can find another wonderful business to ce it with, that i think provides more opportunity. If i have those two things going for me, ten bagger or more and then a huge margin of safety. I'll revisit this in the future. But for now, if i think i can get a ten bagger, maybe in the future i'll call it a five bagger. And and i have a huge margin
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