Show notes
Distinguished Speaker Series Professor Arvind Navaratnam October 14, 2021 (00:00:00) - Introduction (00:02:04) - Competition is For Losers, Peter Thiel (00:08:25) - Rain Industries (00:12:39) - Monopolistic business models, Amazon and Google (00:17:14) - Redoing the Spaghetti code, AWS in business (00:19:09) - A Whale only gets harpooned only when it surfaces, Warren Buffett (00:20:00) - AWS, cloning by Microsoft and Google (00:24:15) - Monopolistic characteristics of giant Chinese tech companies (00:28:19) - Tencent (under)reporting style (00:30:24) - Naspers business model, Koos Bekker (00:40:58) - Better capital allocation by Amazon and Tencent (00:43:37) - Tencent business model (00:50:24) - The bazooka Model of Pony Ma (00:57:33) - How I became a value investor (01:02:22) - Chinese tech giants and political risk (01:03:16) - Dakshana Foundation’s Education Model (01:09:01) - Evolution of my investing style (01:12:58) - Mohnish’s investing framework on start-ups (01:17:31) - Ali Baba (01:23:18) - Competence and edge (01:24:54) - Change in Investment strategy due to Covid (01:37:50) - Application of NLP (Natural Language Processing) in investing (01:45:10) - Up and comers in the investment sector (01:47:40) - Quality of Management (01:50:29) - Book recommendations
