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.
Here is the link to the podcast:
If you prefer reading over listening, here is the transcript.
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.
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Mohnish Pabrai is the founder and Managing Partner of the