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

067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?

Jul 20, 2022

01:12:56

Highlights

AI Chapters

Episode notes

Can I Be One of the Greatest Investors in the World?

02:30

Are They Doing Hard Things at Scale?

02:46

How to Get the Most Out of Your Investments

02:06

Introduction

2min

The Super Investor Sip

3min

The One % Rule

2min

The Number One Investing Podcast

3min

Can I Be One of the Greatest Investors in the World?

2min

The Sweetest Feeling in Investing

4min

How Do You Know When to Start Investing?

2min

Getting Back in the Game in a Balanced Way

2min

Is Your Business Getting Better or Worse?

2min

10.

Car to Carvona, Is It Legal?

2min

11.

Are They Doing Hard Things at Scale?

3min

12.

Is It's Not Making Me Want to Sell My Stock?

1min

13.

Carvoni

2min

14.

Charley Munger, Wyberkshire, Bought Andarko Petroleum.

3min

15.

Is Buffet Buying Occidental Petroleum?

2min

16.

The Net as Ot Value With Occidental Petroleum

2min

17.

Is Buffet Buying an Oil Company?

2min

18.

Do I Like Ring Energy?

2min

19.

Oil and Gas Assets - I Like It or Not?

3min

20.

Using Free Cash Flow to Pay Down Debt

4min

21.

Do You Like the Deal?

3min

22.

What I Learned About Investing

2min

23.

The Price of a Ring

2min

24.

What's a High Return on Equity?

3min

25.

The Game Is Done, and You Get to Be a Rich Person

2min

26.

The Rothman Report - I Can't Believe My Eyes

2min

27.

Do You Have a Free, One Paid, One Substack Per Business?

3min

28.

The Mission Statement of the Rothman Report

2min

29.

How to Get the Most Out of Your Investments

2min

30.

We're Back on Youtube, in a Balanced Way

2min

Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?

0:00 Intro
3:15 Why I'm back
22:00 Carvana
31:00 Buffett Occidental
40:00 Ring Energy aquisition
56:50 Wonderful businesses
1:02:00 Rothman Report
1:10:00 Prosus

Rothman Report for Prosus - https://rrprx.substack.com/

Ring Energy Presentations - https://www.ringenergy.com/news-presentations-events/presentations

Follow Jason on Twitter - https://twitter.com/afterinvestor