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

067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?

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

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Carvoni

Every time someone has an issue with their title, that's another chance that this is going to get out on on line or in articles. And then a person who is not a carvana customer is scared to be a carvona customer. The moat shrinks every time articles like this come out. Even if they're bigger problems, and they are, they're presented as bigger problems than they actually are. So we'll see. Ah, we shall see. But againm i'm off my game here. I can't talk numbers to day. I've got to be kindof in it every day. But i still feel good."

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