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Tencent and Alibaba - The New Landscape
Ten cent has built incredible investing prowess amongst great private businesses that they could take a stake in and use that excess cash. They've been really good at taking the excess capital and building a second leg, which most commnes on have, moslamnes do not have,. The chinese government considers all this wild west behavior not acceptable, and they've been putting curbs on them.
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a personal letter from Warren Buffett, and much more.
IN THIS EPISODE, YOU'LL LEARN:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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