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

057: Mohnish Pabrai Sells Alibaba + 13F Updates

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

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Delaware Asset Sales - Is That a Good Idea?

In october, after the third quarter, and in the most recent month though, ther average barrels of equivalent produced per day were were over nine thousand. And so they're back on track. They've kind of, they said in their transcript, that going forward, they've kind of assumed that whatever issues they're having with the gas a infor structure and whatever, are not going to be surprised any more. The reason why the market probably wasn't that positive was the delaware asset sales which is just a little bit south of their other two main holdings.

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