
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
00:00
Naspers Owns 29 % of Ten Cent
Naspers owns a per centage of process. They're selling at a discount to that percentage, which is at a discount manufacturing ten cents. I bought three % o proces or. I made three % bets. In the after dinner vester portfolio, i made three % bet over all. But whether it was six% or seven%, that's the kind of bet i made,. split equally among naspers and process. The whole idea is to get ten cents at a discount. Let's just do it. And so we'll talk about what my thinking right here now? So when we talk about ten cents, a video on this called 'deep dive in' It's
Transcript
Play full episode