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
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The Price of a Ring
The value of their reserves discounted back at tenper em, after accounting for the debt. Is that a big enough discount to get me interested? I guess it just depends on what else is out there and how much i've bet on on ring. And then i'll get more detailed in that when i do rite up on it.
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