069: Carvana earnings, Ring Energy earnings, How Naspers bought Tencent, TAV Airports

Carvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV Airports

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

Twitter - https://twitter.com/afterinvestor

0:00 Intro
1:55 Housekeeping
7:51 Carvana
22:44 Warner Brothers Discovery
28:53 Ring Energy
36:20 Naspers and Tencent
59:00 TAV Airports