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

070: Tencent's investments are worth more than the market cap? And Coupang Destination Analysis

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

CHAPTER

I'm in a Hold Mode, and Hold the Wonderful Business Mode

I'm more open these days than i was when they started this programme a month ago. They've brought e back two point five billion dollars. I think that lines up to possiblya 2 and a half for three % of the company, or something like that. So i'm encouraged by those bibacks. And another thing that has me motivated a to be disciplined and skilled enough to hold this investment. Is what rob vanall said in his first half 20 22 letter. The word convinced is what i'm looking for in his letter.

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