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

CHAPTER

What I Learned About Investing

i'm asking myself, what did i learn about investing? How did i get better? And one thing i learn is that this idea of p v ten its pie in the sky. It doesn't factor in the taxes that they're going to have to pay. As a shareholder, i don't actually own the pre tax earnings. I own the after tax earnings. And it's just dumb to focus on p v ten instead of standardized measure. That's what i'm going to focus on. For me, it's still a netas that value play.

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