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

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

Dec 26, 2021

01:01:34

Highlights

AI Chapters

Episode notes

Focus Investing

04:40

He Likes the Management as Capital Allicators

05:39

Do You Have a Ten Cent Business Model?

05:06

Introduction

2min

How to Become a Superinvestor

5min

How to Buy Process in the US?

3min

He Likes the Management as Capital Allicators

6min

Races

5min

Buffet on Going All in on a Single Investment Two Thousand Eight

5min

Focus Investing

5min

I'm Trying to Be a Focused Investor

4min

The Stock Toker Is a Chinese Company, and Its Market Cap Is 784 Million Dollars

4min

10.

Am, I'm Cloning Monish on Ali Baba and I Like It More the Cheaper It Got

5min

11.

The Cloud Market for Ali Baba Is Likely to Be Huge

5min

12.

Do You Have a Ten Cent Business Model?

5min

13.

The Final Tipping Point

2min

14.

Is the Business Still Getting Better?

5min

15.

Is Ali Baba Down as Much as It Used to Be?

3min

Mohnish Pabrai gives update on Reysas.
Mohnish shares why he sold Alibaba to buy Tencent through Prosus.
Warren Buffett and Charlie Munger recommend 75% bets on cinches.
Becoming a focus investor.
Good vs extraordinary
Passing on a Chinese PE of 1
Why I sold Alibaba and Naspers to buy more Prosus.

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