072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
English - August 29, 2022 20:00 - 43 minutes - 30.1 MB - ★★★★★ - 15 ratingsInvesting Business Management value investing mohnish pabrai warren buffett charlie munger investing stocks stock market Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Looking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies.
I also discuss my style of value investing which is focused value growth investing while being spawner, apex spawner, and asymmetric opportunity aware. This style of value investing was inspired by these three Mohnish Pabrai lectures:
Mohnish Pabrai on the different approaches to value investing - https://youtu.be/qBdieWfouZM
Mohnish Pabrai on Tencent, Pony Ma, Naspers, Koos Bekker, and capital allocation - https://youtu.be/_7UfqjD3IEg
Mohnish Pabrai on spawners and apex spawners - https://youtu.be/pUiwBs_N5cE
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