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I very much enjoyed my discussion with Prof. Arvind Navaratnam’s class on Fundamental Analysis & Value Investing at the Carroll School of Management (Boston College). This was my 10th year of speaking to the students. We discussed a few investing frameworks, Tencent business model, and evolution of my investing style. Enjoy! https://www.youtube.com/watch?v=_7UfqjD3IEg&t=2s Here is the link to the podcast: If you prefer reading over listening, here is the transcript. 
2 Comments
Kyle Free
12/10/2021 08:29:47 pm
This is filled with so much wisdom. Thank you for sharing Mohnish. The breakdown of Tencent was exceptional; into the company specifically as well as you're thinking and approach. Leave a Reply. |
Mohnish PabraiMohnish Pabrai is the founder and Managing Partner of the Archives
December 2022
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