Everytime I get a notification from this YT channel, I feel extremely fortunate to get a chance to learn something new from Mohnish. Brilliant talk yet again. I hope we get a special talk too on his B'day next week! :)
@supreetsingh6038
Жыл бұрын
hey have you read poor charlies almanack?
@Faujiinvestors
Жыл бұрын
@Faujiinvestors
Жыл бұрын
Lq
Жыл бұрын
Thanks for sharing Mohnish!
@BrandonRodriguez283
Жыл бұрын
41:30 Ignore that advice or you'll lose your girlfriend...
@Cloninginvesting
Жыл бұрын
Thank You Mohnish Sir, I watched the video on Stig's channel. A more open discussion from Stig and you answered them all with patience.
@JAGDEEPSINGH-zg5ho
Жыл бұрын
and love your mustaches sir
@JAGDEEPSINGH-zg5ho
Жыл бұрын
mohnish pabrai sir can you please share your loses and lessons you have learned from 2020- 2021 when all your investments going against your thesis
@IMSRGURJAR
Жыл бұрын
Love you ♥️
@airforceandnavyupdate3691
Жыл бұрын
First one to watch this vedio Thankyou sir for all your support
@nafasm
Жыл бұрын
Thanks Mohnish sir
@dishantkumar77
Жыл бұрын
Thank you Sir for such a good talk!🙏
@supreetsingh6038
Жыл бұрын
Hey have you read charlies almanack
@extremecouponing91
Жыл бұрын
Founder led | low stock based compensation | non-diluted | year over year ROIC growth| buy backs
@extremecouponing91
Жыл бұрын
I think most people not everyone but most people should stick to third party audited businesses.
@sunnyvishwakarma7847
Жыл бұрын
Nice Monisha sir.....
@Atemi1990
Жыл бұрын
So you sold Baba because it's mistake because of CCP and bought Pros which is mainly Tencent....?
@schmittl1
Жыл бұрын
Yes, Mohnish did a video where he explained his thinking quite clearly. Basically Tencent still has the CCP risk, but they are rapidly investing in business outside of China. They have an army of coders they can direct toward whatever project Tencent needs. Mohnish calls it a "cannon". If they decide they need to get into... say payments software, they have the team to make it happen fast, which is an advantage. He thinks gaming in China will likely increase over time. And lastly that their founder is a master capital allocator
@jeremynewell9903
Жыл бұрын
MOHNISH !!! IT WAS YOU !!!
@torrontoarts3663
Жыл бұрын
How can i invest in reysas? My broker does not have the stock :(
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