
055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Do You Want to Own Ten Cent Through Process and Naspers?
Ten cent is an aliboba situation, where you're getting a free cashlo yield of maybe something like five %. You've got your listed companies, a that you own when you buy it, their venture capital portfolio. And then take away the the nete and then also you can factor in t the growth potential, growth of the cloud. If you can get all that for 590 billion dollars, to day, you know, maybe that's a maybe that's undervalued. So i've decided i want to own ten cent through process and potentially naspers.
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