069: Carvana earnings, Ring Energy earnings, How Naspers bought Tencent, TAV Airports
Description
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
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In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical Resources and Consol Energy, and goes over some destination analysis related to the buybacks both companies are doing. Thanks for listening and enjoy the episode.
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