067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - Podcast tekijän mukaan Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.

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Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental? 0:00 Intro3:15 Why I'm back22:00 Carvana31:00 Buffett Occidental40:00 Ring Energy aquisition56:50 Wonderful businesses1:02:00 Rothman Report1:10:00 ProsusRothman Report for Prosus - https://rrprx.substack.com/Ring Energy Presentations - https://www.ringenergy.com/news-presentations-events/presentationsFollow Jason on Twitter - https://twitter.com/afterinvestor

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