
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
Are They Doing Hard Things at Scale?
i give them credit for doing hard things, as they say a on their earnings calls. And i do think if they can figure out how to do hard things at scale and not mess up ever. A, just like amazon, basicaly never messes up ever. But if they can get to a higher level there, where these are not issues any more, i think that can be a mote. It's not a good in when you can't sell cars, no matter what state id is. So hopefully they get that fixed.
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