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This latest Q&A session from Mohnish Pabrai at Boston College was chock full of goodies for value investors!
From Peter Thiel’s insight that monopoly businesses try very hard to make it look like they don’t have a monopoly, while businesses drowning in competition aggressively highlight why they are special.
To Pabrai’s personal journey of understanding Tencent’s business model, mostly owed to bread crumbs left by a maverick Afrikaner CEO named Koos Bekker. This is a masterclass in Tencent stock analysis that can be applied to any business.
Here is the full talk from Mohnish Pabrai:…