5min chapter

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

Races

Mones likes them as capital alligators. They like forty, 50 % returns on equity to get paid back their ment in two years. We have a long runway with management, with the sun being 36 and monis liking him. And given the zero interest in turkey by main street and wall street investors right now, there could be this opportunity for a while where races is selling at this discount to net assets. I will continue to pour in fresh capitalto add to my position, and must be content with no price movement up for long stretches. But eventually the market will become a weighing machine and actually show that value that they have, and not just a voting machine.

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