The Art of Value Mohnish Pabrai: Why Tencent is Superior to Alibaba
In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba.
Timestamps
00:00 Mohnish Pabrai on Alibaba vs Tencent
00:33 Switching from BABA stock to Tencent, via Prosus
01:27 Tencent's Pony Ma, an extraordinary entrepreneur
02:32 Why BABA and Tencent investments haven't worked so far
03:56 BABA and the too hard pile
05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma
06:23 Benefits of investing in smaller companies globally instead
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Alibaba Earnings - Return to Growth! | BABA Stock
https://youtu.be/cxh_-fCWjxU
Alibaba Stock: CEO Quits! George Soros Buys BABA Stock
https://youtu.be/FbUoblWv50s
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
Investing Books mentioned:
100 Baggers: Stocks That Return 100-to-1 and How To Find Them,
by Chris Mayer (referral link) https://amzn.to/44ZJk0f
Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV
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Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.