

067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?
Jul 20, 2022
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 27 28 29 30
Introduction
00:00 • 2min
The Super Investor Sip
02:25 • 3min
The One % Rule
05:15 • 2min
The Number One Investing Podcast
06:51 • 3min
Can I Be One of the Greatest Investors in the World?
09:51 • 2min
The Sweetest Feeling in Investing
12:21 • 4min
How Do You Know When to Start Investing?
16:21 • 2min
Getting Back in the Game in a Balanced Way
18:26 • 2min
Is Your Business Getting Better or Worse?
20:33 • 2min
Car to Carvona, Is It Legal?
22:46 • 2min
Are They Doing Hard Things at Scale?
24:59 • 3min
Is It's Not Making Me Want to Sell My Stock?
27:45 • 1min
Carvoni
29:12 • 2min
Charley Munger, Wyberkshire, Bought Andarko Petroleum.
31:06 • 3min
Is Buffet Buying Occidental Petroleum?
33:48 • 2min
The Net as Ot Value With Occidental Petroleum
36:11 • 2min
Is Buffet Buying an Oil Company?
38:21 • 2min
Do I Like Ring Energy?
40:37 • 2min
Oil and Gas Assets - I Like It or Not?
42:24 • 3min
Using Free Cash Flow to Pay Down Debt
45:21 • 4min
Do You Like the Deal?
49:42 • 3min
What I Learned About Investing
52:31 • 2min
The Price of a Ring
54:40 • 2min
What's a High Return on Equity?
56:59 • 3min
The Game Is Done, and You Get to Be a Rich Person
59:45 • 2min
The Rothman Report - I Can't Believe My Eyes
01:01:26 • 2min
Do You Have a Free, One Paid, One Substack Per Business?
01:03:30 • 3min
The Mission Statement of the Rothman Report
01:06:12 • 2min
How to Get the Most Out of Your Investments
01:08:34 • 2min
We're Back on Youtube, in a Balanced Way
01:10:40 • 2min