
Mohnish Pabrai’s Lecture and Q&A with students of Peking University (Guanghua School of Mgmt.)
Chai with Pabrai
00:00
Investment Insights: MasterCard vs. Suntech Realty
This chapter explores the distinction between strong businesses and compelling investment opportunities, illustrated through a comparison of MasterCard and Suntech Realty. The speaker discusses the effects of India's demonetization on the real estate market, showcasing how it affected various companies' valuations. Additionally, they emphasize the importance of market dynamics and investment timing while reflecting on historical examples to highlight successful investment strategies.
Transcript
Play full episode