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
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
How to Become a Superinvestor
02:15 • 5min
How to Buy Process in the US?
06:52 • 3min
He Likes the Management as Capital Allicators
09:49 • 6min
Races
15:27 • 5min
Buffet on Going All in on a Single Investment Two Thousand Eight
20:09 • 5min
Focus Investing
24:55 • 5min
I'm Trying to Be a Focused Investor
29:34 • 4min
The Stock Toker Is a Chinese Company, and Its Market Cap Is 784 Million Dollars
33:43 • 4min
Am, I'm Cloning Monish on Ali Baba and I Like It More the Cheaper It Got
37:34 • 5min
The Cloud Market for Ali Baba Is Likely to Be Huge
42:37 • 5min
Do You Have a Ten Cent Business Model?
47:38 • 5min
The Final Tipping Point
52:44 • 2min
Is the Business Still Getting Better?
54:23 • 5min
Is Ali Baba Down as Much as It Used to Be?
58:55 • 3min