​My Annual Talk at Boston College - October 14, 2021

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!
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https://www.youtube.com/watch?v=_7UfqjD3IEg&t=2s

​Here is the link to the podcast:

• ​Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.
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