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İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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TIP442: Investing in Stocks w/ Mohnish Pabrai

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Manage episode 326462445 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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:

  • 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.
  • 04:53 - What is Mohnish Pabrai’s driver for being an asset manager?
  • 07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.
  • 13:47 - Is it an advantage to spend money on research tools.
  • 14:44 - Mohnish Pabrai’s natural biases.
  • 24:16 - What to look for in an asset manager.
  • 38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.
  • 48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.
  • 50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 bölüm

Artwork
iconPaylaş
 
Manage episode 326462445 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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:

  • 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.
  • 04:53 - What is Mohnish Pabrai’s driver for being an asset manager?
  • 07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.
  • 13:47 - Is it an advantage to spend money on research tools.
  • 14:44 - Mohnish Pabrai’s natural biases.
  • 24:16 - What to look for in an asset manager.
  • 38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.
  • 48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.
  • 50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 bölüm

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