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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Why I'm Not Investing in Value Stocks Right Now
I don't want to be putting super high stakes on the line, a hundred % of my portfolio in the value stuff. And if i'm wrong, then in big trouble. I feel very confident with apple. The business has only gotten stronger. Now, i'm going to go the portfolio. What else is in there? A a ali baba. It's a little bit of a different situation. My confidence isn't as high because it's over in china,. That's why a lot of people are down on those stocks right now.
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