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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Jermy: It does, i think, make cents on paper, to go by ten cents if the discount had closed inside a process. And i think were we're a long way from that with e as with the discount. We'll talk about that the rothman report, i think,. about the first one will be about the net asks a value discount. But it's an interesting question, and it kind of leads to what you think the non 10 cent assets are worth at proces.
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