After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update
Oct 11, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 3min
The After Dinner Investor Podcast
02:43 • 4min
What's Going on With the Empire?
06:48 • 4min
Is the Price Egregiously Overvalued?
10:34 • 2min
Where Is Alibaba?
12:52 • 4min
What Is Ten Cent Process in Naspers?
16:51 • 3min
Share Swap - What's Going on With Naspers?
19:23 • 3min
Naspers Owns 29 % of Ten Cent
21:56 • 4min
We Chat Is Like the Social Media of Hina
25:56 • 3min
The Multiple of Free Cash Flow
29:05 • 3min
Do You Want to Own Ten Cent Through Process and Naspers?
32:28 • 2min
Is There a Share by Back Situation?
34:51 • 3min
Investing in Process, Getting a 18 % Discount on Your Investment?
37:26 • 3min
How Much Do Naspers Own of Process? Is That 73 %?
40:32 • 1min
I Don't Have the Confidence Level in My Knowledge of Ten Cents
41:57 • 4min
Why I'm Not Investing in Value Stocks Right Now
46:07 • 2min
Investing in Value Companies - I'm Not Going to Call That Cigar Buts
48:29 • 4min
Sell Could Be a Horrible Idea
52:52 • 4min
The Business and the Price
56:55 • 5min
Oil Could Fall, Maybe Won't Fall More Than Like the Fifties
01:01:33 • 4min
Pedeko's an Example of How I'm Not Prepared to Do That
01:05:28 • 4min
Work With Wonderful People, Be Around Wonderful People
01:09:23 • 4min
Emotional Intelligence - I'm Not Good at Everything
01:13:26 • 3min
I Think I've Got to Be a Little Bit More Like Charley Munger
01:16:15 • 2min
Investing - The Stakes Are Very High
01:18:26 • 4min
What's There Is There?
01:22:21 • 3min