
046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
00:00
I'm Going to Dive in Deep on Alibaba
i'm going to go as deep into this company as i've done on ring and just a other handful of times, cause i don't want to miss this opportunity. So basically, my research, or my investing time, over the next month, into mid july, i'm reading nick sleep's lettersa just a a little bit each day. And then i'm i'm just going to be doing a deep dive into ali baba. I'll bring him on the after dinner vester podcast, this podcass and i'm going to ask him questions about ali baba that are things like, how strong is their mote? Who are their competitors? Why do we think
Transcript
Play full episode