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

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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Is the Price Egregiously Overvalued?

I'm very much in for the long term. I literally have a tin can on my desk that says, what does it say here? Says, apple and ali baba. As long as the business is still improving, and as long as it's not egregiously overvalued, i'm going to continue holding these companies. If if some just crazy, crazy, crazy kind of cigar butt value shows up, maybe ill ill consider selling some of those shares. But that's the mind setlemen. There a a process in naspers. I'm going to look at that as a wonderful business, a through ten cent, basically, that i'm holding a forever d when i say

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