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

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

Om Podcasten

Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out weekly on Saturdays.