I love that you find and surface these kinds of things, and that is why I keep subscribed to you - but if I could add just a little feedback it would be that your summaries are often nearly as long as the original content and that makes it so that I spend less time on your video and instead go directly to the source. That may be fine, but as a content creator you may want to examine if your intent is to keep eyeballs on your video instead of sending them somewhere else. I would very much watch your whole video it it was shorter and more to the point.
@Mesozoic_mammal2 жыл бұрын
Pabrai is not a credible person in my opinion. He praises companies and relatively shortly afterwards exists the positions (Alibaba. Seritage, Shinoken just as examples). Now there is nothing wrong with changing your mind, but if you have the confidence to praise companies into heaven to your audience, you should know enough about them and not have to change your thesis every five minutes. If your own commitment ist so volatile, you should not praise these companies as if you have figured them out...
@matthamdorf48082 жыл бұрын
Not to mention his returns have been below average for a while now. I've never understood why he gets mentioned in the same breath as the real legends. He says all the right things, but doesn't follow his own advice.
@jasonwhiteley36122 жыл бұрын
He maybe just coming across better ideas if his returns are improving over the long term you won’t mind him changing.I like Amazon but I think MSFT, Google & Apple are much better businesses though google might be a slightly higher risk of new technology making it redundant but still prefer the risk return on google
@Mesozoic_mammal2 жыл бұрын
@@jasonwhiteley3612 He and other value investors often mention how rare those good investments are. Now he found a great spawner (shinoken) and talks about all the new business it will create aaaand then sells out few month later, never to mention it again. Maybe he found something better, but is that likely? Three times within two years he finds companies that are so great not only does he invests in but he praises them left right and center, just to find something even better a month later?
@matthamdorf48082 жыл бұрын
@@Mesozoic_mammal it’s called shilling
@simba16082 жыл бұрын
I feel the same. He seems so credible in the things he says, but his actions make no sense at all, specially in later years.
@simba16082 жыл бұрын
Why should the big bets Pabrai made matter to the average investor? If he keeps buying and selling a couple of months later, while advocating the buy and hold great businesses philosophy, why should someone care at all about what "bets" he makes?
@jiajunyap80622 жыл бұрын
Thanks for another great video Brad! I appreciate your hard work!
@richardhudson93652 жыл бұрын
I don't know why pabrai gets so much attention compared to other investors. His returns are at the bottom of the list of super investors and he constantly contradicts the principals he preaches about.
@mindpotential2 жыл бұрын
I totally agree. Mohnish is a very average cloner. Not sure why he is so hyped. Its mostly self aggrandizing
@sahej85632 жыл бұрын
he returned nearly 30% on his funds for a sustained period of time and has very strong fundamental analysis and understanding of business is why he's famous.
@vulturegoo2 жыл бұрын
@@sahej8563 only at the start between 2003/08 which was the fiercest bull market. His fund lost 70% in the crash and barely recovered a decade later. He is so far away from the 26% goal he espouses
@richardhudson93652 жыл бұрын
Pabrai is not be taken literally and he is not that great an investor. Recent example is Seritage which he quit and said it wasn't a good investment. This has proved to be a shocking call
@evancoles2 жыл бұрын
Do you know what brokerage you can buy reysas on?
@-m7048 Жыл бұрын
No more vids?
@ManOfSteel12 жыл бұрын
you forgot to add that alcohol company in china and coco cola manufacturer in turkey. these are one of his top bets. by the way sunteck is not a big deal because they have been found cheating their customers lately it's only a matter of time before the real estate bubble bursts over here since the property prices are 40 times the gdp that is you need 40-50 years of full earnings to buy one average sized home and medium is twice i. e. 100years of gdp
@DonRua2 жыл бұрын
You mentioned “invest multi years”, then you mentioned he turned 1 million into 13M in 5 years and “he got out in the right time”. Did he sell?
@sheanathan35662 жыл бұрын
I guess His thesis changed when he found out Alibaba does retail LOL
@jsauerfinancial82572 жыл бұрын
Pabrai’s thesis on Tencent’s capital allocation isn’t correct. Alibaba’s managers are value investors. Tencent’s managers buy unprofitable tech. Unprofitable tech just did better in the bubble of 2021.
@tombrady49772 жыл бұрын
Lol,I thought the same! But it’s not easy to find that out! Only a genius like Pabrai can figure out that alibaba also does some retail.
@sheanathan35662 жыл бұрын
That’s interesting and it feels like you may be right regarding techy’s portfolio I’ll look into baba’s portfolio deeper Thanks
@mayor53262 жыл бұрын
Another great summary Brad. Thanks!
@richardhudson93652 жыл бұрын
Abit of a misleading clickbait style title. Pabrai is actually a fan of Alibaba
@janoz062 жыл бұрын
Thanks Brad for the excellent information
@azulsimmons10402 жыл бұрын
Interesting. Looks like he got in Reysas at 39 cents a share. It's way up now.
@valuefocused27832 жыл бұрын
Unrelated. What's the difference between Countryside Partners $CSPLF and LSE:CSP?
@KAS-kl7dn2 жыл бұрын
Warren has said Charlie is starter than he. I know you are Explorering new mediums with the short format but I love your discussions.
@lulo4782 жыл бұрын
Great content as always!
@JuanBattaglia45 Жыл бұрын
We miss you
@QualitativeInvestor2 жыл бұрын
Thanks for sharing!
@luis_g_772 жыл бұрын
Thank you! Great info!
@Nik-up5kg2 жыл бұрын
Nice video as usual I love Monish and LiLu . They are both great investors. I do not have the time to read on companies. Therefore I am a unshamed cloner. Thank you for the update. Question : how do we invest in Reysa ? Why is he not interested in Intel (and Micron ) ?
@Reciprocation_of_goodwill2 жыл бұрын
There is only one way that I know of how to invest into reysas is through fidelity international. You need to make fidelity international account, I believe Brad made a video about this
@aristark5592 жыл бұрын
what is the name of the turkish fruit juice company he often talks about?
@r1pcurl242 жыл бұрын
Great vid, thanks!
@DavidMM2552 жыл бұрын
Hi Brad, your video was great! What do you think the size of Prosus may be in Mohnish portfolio's? I think is between 10 and 20 percent in RV capital that is where probably he got the idea. Does Mathew Peterson also own it? I think Warren is way smarter than Charlie even if Charlie is more educated and instructed. Warren has demostrated this in many ways, like for example saying Charlie is smarter than him. His way to communicate and treat people is way ahead of Charlie. His hability to addapt to new conditions as well. I might be wrong and it's only my impression. Thanks for the great content. Cheers!
@RetroRanger2 жыл бұрын
Matt also is invested in Prosus , yes!
@ivailoruikov55582 жыл бұрын
Thanks 👍
@oocpfidell12 жыл бұрын
How do you know he invested in AGESA? Do you know how one can gain access to this company?
@oocpfidell12 жыл бұрын
@Yunus Tunçbilek thank U!
@aristark5592 жыл бұрын
why do you guess it is AGESA?
@khizarqureshi88402 жыл бұрын
Hey Brad, Me and im sure many of us are waiting for your 13F season video for super investors
@whatsappme96002 жыл бұрын
Hit me up I have cryptoTrading updates??
@MrsNikita19832 жыл бұрын
When he have buy edelweiss?
@anthonyschneider88352 жыл бұрын
Great video Brad!
@johnkolios95262 жыл бұрын
Hi Brad! Do you still own BABA?
@BradKaellner2 жыл бұрын
I sure do
@alexm54352 жыл бұрын
Brad I have a question. As a cloner do you sell when people you cloned sell or you re- adjust your assumptions and you follow your own research?
@asdfdasfdfas2 жыл бұрын
Howard Buffett also said Munger is smarter than Buffett
@JD-im4wu Жыл бұрын
Go Cloners Go Cloning to the Moon with Mohnish!!! Yay!!!!
@supaflydann2 жыл бұрын
Mohnish is not an investor to clone. Do not clone Mohnish, he is like Buffet, do as I say not as I do.
@simba16082 жыл бұрын
The difference is that Buffet has 20% annualized for more than 40 years, and Pabrai doesn't.
@JY881682 жыл бұрын
Very subjective opinions which means nothing about how good the biz (alibaba) is
@Nobody-rkm2 жыл бұрын
How u buy reysas
@DavidMM2552 жыл бұрын
Normally you need to open a brokerage account in Turkey or Brad found a workaround. He explains in his other videos, so you can search for it.
@brotherleo40902 жыл бұрын
Fidelity's International Trade Desk
@notex8432 жыл бұрын
Alíbaba 🇨🇳🇨🇳🚀🚀🚀🚀🚀♥️♥️✅💪🏽🇨🇳✅♥️🚀
@alphaking55402 жыл бұрын
in RAIN he increases his stake . to 7.9%
@myhouse-yourhouse2 жыл бұрын
Turkish bets are interesting
@eruru1692 Жыл бұрын
Such inconsistent rotten, I remember when he boasts Alibaba many times ago in the end he just follow the crowd and making it reasoning, just lick it. I won't listening him then or now, I'm gonna buying it! for bucks
@simba16082 жыл бұрын
Dead channel.
@ArdaiThomasPoker2 жыл бұрын
i still remember how you came out with that video announcing that you took a huge position with your portfolio on alibaba, around $220 or so because it was cheaper than what charlie munger bought it at which was $240.... bwahahahaa. just delete this channel. i mean for sure your videos hurt a lot of other people's finances.