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

The Cloud Market for Ali Baba Is Likely to Be Huge

Mina: The cloud market for ali baba is likely to be huge. But the process discount is now, and the cloud a play Ali baba is in the future. Another big thing for me was the ant financial business. It ain't financial, i'm and i have just seen in the past few months, it just seems like, ah, that business has changed. There's just too much a uncertainty around that business,. Mina says he will make an investment in ally boba at some point over the next two years.

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