After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent?

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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I'm Learning More About Ten Cents

Ten cent is a forty % discount on net acet value when you add up ten cents and some of ther other stuff, and then a take away the net debt. That's like a lot of margin safety to me. And i might be looking at raising my stake from more than seven percent combined in these two companies to something higher.

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