Distinguished Speaker Series | Professor Arvind Navaratnam | October 14, 2021.
00:00:00 Introduction
00:01:55 Competition is For Losers, Peter Thiel
00:08:17 Rain Industries
00:12:30 Monopolistic business models, Amazon and Google
00:17:05 Redoing the Spaghetti code, AWS in business
00:19:00 A Whale only gets harpooned only when it surfaces, Warren Buffett
00:19:52 AWS, cloning by Microsoft and Google
00:24:08 Monopolistic characteristics of giant Chinese tech companies
00:28:10 Tencent (under)reporting style
00:30:15 Naspers business model, Koos Bekker
00:40:50 Better capital allocation by Amazon and Tencent
00:43:30 Tencent business model
00:50:15 The bazooka Model of Pony Ma
00:57:25 How I became a value investor
01:02:17 Chinese tech giants and political risk
01:03:17 Dakshana Foundation’s Education Model
01:08:53 Evolution of my investing style
01:12:50 Mohnish’s investing framework on start-ups
01:17:22 Ali Baba
01:23:12 Competence and edge
01:24:45 Change in Investment strategy due to Covid
01:37:44 Application of NLP(Natural Language Processing) in investing
01:45:03 Up and comers in the investment sector
01:47:37 Quality of Management
01:50:25 Book recommendations
The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.