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

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Investing Books mentioned:
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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.

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