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Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai: Why Tencent is Superior to Alibaba
Description: 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.Timestamps00:00 Mohnish Pabrai on Alibaba vs Tencent00:33 Switching from BABA stock to Tencent, via Prosus01:27...