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

056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent?

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

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Is There a Half Eatened Peta?

I'm going to start having these three, three classifications of businesses, all invested, wonderful businesses with the manager can have his feet up on the desk. Then we have the second class, which is feet on the ground. And third classification of companies that all invest in right now are the half eaten pieces. Those will be companies like ring energy, like discovery communications,. But like sardice, where it's a half etn pita. I'm i think assets are undervalued. We've got a wonderful thing that tastes so good, a petsa. We want it, but it's not the foll thing. It's not the wonderful business a. So at some point

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