In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba.

Timestamps

00:00 Mohnish Pabrai on Alibaba vs Tencent

00:33 Switching from BABA stock to Tencent, via Prosus

01:27 Tencent's Pony Ma, an extraordinary entrepreneur

02:32 Why BABA and Tencent investments haven't worked so far

03:56 BABA and the too hard pile

05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma

06:23 Benefits of investing in smaller companies globally instead

Related episodes:

Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner

https://youtu.be/oxAXpnu3oXY

Alibaba Earnings  - Return to Growth! | BABA Stock

https://youtu.be/cxh_-fCWjxU

Alibaba Stock: CEO Quits! George Soros Buys BABA Stock

https://youtu.be/FbUoblWv50s

Chris Mayer 100 Baggers: Stocks That Return 100 to 1!

https://youtu.be/59CuGd2aAwg

Investing Books mentioned:

100 Baggers: Stocks That Return 100-to-1 and How To Find Them,

by Chris Mayer (referral link) https://amzn.to/44ZJk0f

Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV

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The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.