046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Investing Deep on Ali Baba
i'm going to be going deep on ali baba. When when i see the patterns of this situation, i see a wonderful business. Some of the best investors on planet earth, charley and monish buying this company, this time at round prices. A something's going on. I smell something, i see something, i feel something. And i don't want to miss this opportunity. So i'm diving in deep. That's going to be my investing life over the next month. In mid july, we'll do that full interview with tom and and we'll kind of go over what we've both learned about oli baba,. We'll see if i feel the
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