mohnish

The success to Tencent according Mohnish Pabrai was that they had ROI on their developers over 10 years.

For example, did Mohnish Pabrai and Guy Spier make a mistake with Horsehead Holdings?

The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai The author is an investment manager with a focused value strategy.

See also Mohnish Pabrai and his book 'The Dhandho Investor'.

I read an interview with Mohnish Pabrai recently, and he said something very smart.

The value investor Mohnish Pabrai once talked about his observation that most companies with a moat pretend they don’t have one and companies without pretend they do.

Are you familiar with Nassim Taleb or Mohnish Pabrai?

I'm Mohnish Soundararajan, who wrote the article haha.

He won the charity auction to have lunch with Buffett and wrote "Education of a Value Investor." You don't hear as much of him or Mohnish Pabrai after the Horsehead Holdings bankruptcy.

Mohnish Pabrai said in an interview: “What we are taught is that if you want to start a business, you need to come up with something new, something that hasn't been done before.

Mohnish isn't a tech bro though, in my books.

Mohnish Pabrai is another good candidate.

Off the top of my head: Baupost Group (Seth Klarman), Greenlight (David Einhorn), Gotham (Howard Marks), Renaissance (Jim Simons), Oaktree (Joel Greenblatt), Graham & Newman (Benjamin Graham), Magellan (Peter Lynch), Pabrai (Mohnish Pabrai),...