After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

060: Mohnish Pabrai Gives An Update On Reysas + Why I Sold Alibaba

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

CHAPTER

Is the Business Still Getting Better?

"i am a shameless, intense and ferocious cloner," he says. "So i'm going to move this money from one wonderful business to another one that i like better." The process discount was the thing that tipped him over the edge of his decision-makingprocess is down 10 or 15 per cent since last time we spoke. He sold ally boba in favor of process; naspers also went into process but not pro.

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