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.Matt Warder's interview with Marhelm - https://youtu.be/iExcjU1Id4I?si=MXewf6Gbt85IZDCiThe Coal Trader - https://thecoaltrader.substack.com/Jimmy Brock Interview - https://open.spotify.com/episode/5qOshBZjczujJlkUHL1YUr?si=VwjUKqsGTmS-AxFq0_2CpgFollow Jason - https://twitter.com/afterinvestor

Endeavor merger workout.Ramaco Resources bet.Why I bought Tesla.Follow Jason - https://twitter.com/afterinvestor

New show schedule.Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5Why I sold Cardlytics.Follow Jason - https://twitter.com/afterinvestorGet in touch - https://afterdinnerinvestor.com/contact/

Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening!Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor

On today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf Research. Jason and Matt talk met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, and more.Follow Matt - https://twitter.com/mfwarderFollow Jason - https://twitter.com/afterinvestorAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   Spotify

Show updateManchester UnitedCoalCardlytics Formulahttps://twitter.com/afterinvestor

Jason and Karan talk about Soros on Soros.Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor

This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources.https://twitter.com/afterinvestor

Alpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the business, and on today's episode I share what I learned about Alpha Metallurgical Resources and the questions I still have. I also share an update about the podcast, and we close the episode with an update on my weight loss.Twitter - https://twitter.com/afterinvestorContact - https://afterdinnerinvestor.com/contact/

Carvana newsDid Mohnish buy two new businesses?Everything changed todayhttps://twitter.com/afterinvestor

Manchester United updateOccidental overview part 1https://twitter.com/afterinvestor

Billionaire portfolioRing Energyhttps://twitter.com/afterinvestorFuture FactoryCome see why we are one of the fastest growing business podcasts of 2023!Listen on: Apple Podcasts   Spotify

Carvana launches same day deliverySimon and Schuster udpdateCardlytics higher ARPU comingThe Amazon tradehttps://twitter.com/afterinvestor

Carvana destination analysishttps://twitter.com/afterinvestor

More Amazon newsWarner Brothers Discovery earnings soonCarvana at the market offeringCardlytics Q2 2023 reviewhttps://twitter.com/afterinvestor

Cardlyticshttps://twitter.com/afterinvestor

Harold HammAmazon same-day deliveryMore CarvanaHuge weekThe Cardlytics formula https://twitter.com/afterinvestor

Carvana earnings call review.https://twitter.com/afterinvestor

Carvana earnings call review.https://twitter.com/afterinvestor

OilRing EnergyParamounthttps://twitter.com/afterinvestorAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   Spotify

Remembered what the job isThe debt dealhttps://twitter.com/afterinvestorRooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts   Spotify

John PaulsonMunger desk plaqueCarvana https://twitter.com/afterinvestor

Jason and Karan talk about The Greatest Trade Ever by Gregory ZuckermanThe Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor

WowNow whatCircle the wagonshttps://twitter.com/afterinvestor

New Cardlytics CFOManchester United decision is imminentForeign investment in TurkeyThe Carvana Formulahttps://twitter.com/afterinvestor

Military AIStreaming is shaleIce cream https://twitter.com/afterinvestor

Amazon's competitionGigantic buybacks at RHRH EnglandCloud is changingAspartamehttps://twitter.com/afterinvestor

My Cardlytics experienceESPN strategic partnerI watched something on MaxDid Buffett buy more Paramount?Saudis might buy another football clubPepsiCo quotehttps://twitter.com/afterinvestor

My Manchester United merger workout bet.https://twitter.com/afterinvestor

Owning versus renting a stockThe great investors start with SEC filingsActivision Blizzard newsCarvana stock keeps going higher (and for good reasons)Ultra Processed Peoplehttps://twitter.com/afterinvestor

Prime DayActivision Blizzard was a no-brainerBerkshire LNGCarvana is going to be fineFake foodhttps://twitter.com/afterinvestor

Why I bought and sold.Don't cut the flowers.https://twitter.com/afterinvestor

This month Karan and Jason talk That Will Never Work by Marc Randolph.That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor

Jamie Dimon talks about offers.AI advertising and driverless Ubers.Paramount Global.Follow Jason on Twitter - https://twitter.com/afterinvestorThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts   Spotify The Sales Warrior WithinDiscover and Empower The Sales Warrior Within YouListen on: Apple Podcasts   Spotify

Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy!Austin's Substack - https://swany407.substack.com/Follow Austin - https://twitter.com/Swany407Follow Jason - https://twitter.com/afterinvestorThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts   Spotify

NetflixParamount Global ScenariosMargin of SafetyBerkshire HathawayFollow Jason - https://twitter.com/afterinvestorThe BOM (or “bill of materials”): a podcast for creators and innovators!Innovators, hackers, & entrepreneurs explore how projects are built & brought to market!Listen on: Apple Podcasts   Spotify

On this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike.Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book covers stock buybacks, acquisitions, hurdle rates, management styles, and other strategies that these outsider CEOs implemented into their businesses. It's a great book and there's a lot to learn from it.The Outsiders - https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672/Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor

Kindle1,000 BaggerWWEMerger Workout ChecklistFollow Jason - https://twitter.com/afterinvestorThe Reformed Financial Advisor A CFP talking bitcoin, laissez faire, the ills of financial advice, & the life well livedListen on: Apple Podcasts   Spotify

Jason and Karan share what they learned from King of Capital by David Carey and John E. Morris.King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnani

Bank situationAmazonGivers and takersSimplified investing checklistDillard'sBuffett's letterOil and GasFollow Jason - https://twitter.com/afterinvestor

Jason and Karan share what they learned from Influence Empire by Lulu Chen.Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnani

Talking Warner Brothers Discovery with James Goodwin.James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/Follow James - https://twitter.com/FirmReturnsFollow Jason - https://twitter.com/afterinvestor

Jason and Karan share what they learned from One Up on Wall Street by Peter Lynch.One Up on Wall Street - https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel - https://www.youtube.com/c/KaranGurnani

My story with Party CityPE of 4 is meaningless if the E doesn't growBe extremely careful around debtThe moat was weaker than it appearedNot all debt is equalDistressed equity investingI look at portfolio debtWhere was the innovation?New checklist item - Does management have a massive stake in the business? Are they in the same boat as me?ADI Newsletter - https://afterdinnerinvestor.substack.com/Follow Jason - https://twitter.com/afterinvestor

The cloneThe businessThe priceLow riskHigh uncertaintyFollow Jason - https://twitter.com/afterinvestor

How I beat the market in 2022 and what I learned.Follow Jason on Twitter - https://twitter.com/afterinvestor

GeneracAmazonAerojet RocketdyneReysas and Tav AirportsMicrosoft and Activision BlizzardProsusWould you rush out to buy more?The most important lesson learned this year.Follow Jason on Twitter - https://twitter.com/afterinvestor

Charlie Munger Reysas5 Year PlansStaying BusyValue LineFollow Jason on Twitter - https://twitter.com/afterinvestorRead the blog - https://afterdinnerinvestor.com/Contact Jason: [email protected]

Back Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket BetCarvana UpdateCarvana Is Truly An All or Nothing Bet - https://afterdinnerinvestor.com/carvana-is-truly-an-all-or-nothing-bet/Follow Jason on Twitter - https://twitter.com/afterinvestorContact Jason: [email protected]

I've been intrigued with Turkey's stock market since Mohnish Pabrai began talking about several Turkish stocks around a year ago. I've been wanting to learn more about a few stocks specifically, including Reysas, Tav Airports, Agesa, Coca Cola İçecek, and Dogus Otomotiv Servis. Today I invited Yunus Tunçbilek, a Turkish investor, to come on the show to talk about investing in Turkey and these five businesses. Enjoy!Subscribe to Yunus' YouTube channel - https://www.youtube.com/channel/UCbsMItHB-87bzLpYTRAz4bgFollow Yunus on Twitter - https://twitter.com/cemiyetikilikyaFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: [email protected]

Karan Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision,  how he knew when it was time to sell, what he learned from the experience, and much more.Karan's YouTube Channel - https://www.youtube.com/c/KaranGurnaniFollow Karan on Twitter - https://twitter.com/KaranMGurnaniFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: [email protected]

Investing with Tom comes back on the podcast to talk Alibaba, Thor, Seritage, and more. Investing with Tom's YouTube channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQgFollow Investing with Tom on Twitter - https://twitter.com/tominvestingFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: [email protected]

Why did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric bets. I discuss all of that in this episode, along with an update on how I'm thinking about Prosus and Tencent.Investing with Tom's video on Warren Buffett and Occidental - https://youtu.be/wh7_pkZlmbUOccidental's Q4 2021 Earnings Call Transcript - https://seekingalpha.com/article/4490760-occidental-petroleum-corporations-oxy-ceo-vicki-hollub-on-q4-2021-results-earnings-callFinancial Times article on OPEC - https://www.ft.com/content/70853af8-b7a4-4a28-bdfe-b4f3e375a1f0Influence Empire: The Story of Tencent and China’s Tech Ambition - https://www.amazon.com/Influence-Empire-Tencent-Chinas-Ambition/dp/B09VLK7Q2R/Follow Jason on Twitter - https://twitter.com/afterinvestorContact Jason: [email protected]:00 Intro4:58 Update on Prosus and Tencent19:11 Generational opportunity with oil33:42 Why now clone Warren Buffett on Occidental and Chevron44:11 My oil stock bets58:43 Risks

What’s going on with Porsche SE?Kornit DigitalCarvana and CarmaxParamountRHTwitter StoriesTwitter - https://twitter.com/afterinvestor

Talking return on equity, stock buybacks, and 100 baggers.Accounting equation - https://www.investopedia.com/terms/a/accounting-equation.aspReturn on equity - https://www.investopedia.com/terms/r/returnonequity.aspMohnish Pabrai’s Talk with The CFA Society of Mexico - https://youtu.be/MYR0tWgstMIMohnish Pabrai talks Rakesh Jhunjhunwala and uber cannibals - https://youtu.be/wz8N5CkTA2wChuck Akre on trying to solve the investment puzzle - https://youtu.be/O38I7QIc_eQTwitter - https://twitter.com/afterinvestor

Macro talkParamount and Warner Brothers DiscoveryProsus and TencentOil & GasContinental Resources Buyout OfferLearning from Guy SpierTwitter - https://twitter.com/afterinvestor 

Examining the Porsche AG spinoff from Volkswagen AG and if Porsche SE is an symmetric bet.Twitter - https://twitter.com/afterinvestorUnlocking the Full Potential of an Iconic Brand - https://www.volkswagenag.com/presence/investorrelation/publications/presentations/2022/02/2022-02-25-Porsche-Announcement-Presentation.pdfPorsche increases sales revenue, operating profit and return on sales - https://newsroom.porsche.com/en_US/2022/company/porsche-increase-sales-revenue-operating-profit-return-sales-half-year-results-2022-29211.htmlPorsche AG is preparing for its Initial Public Offering - https://newsroom.porsche.com/en/2022/company/porsche-ag-possible-initial-public-offering-listing-29627.htmlPorsche Automobil Holding SE: Porsche AG IPO Will Unlock Incredible Value - https://seekingalpha.com/article/4538351-porsche-se-stock-ipo-unlock-incredible-value

My decision on Paramount Global and Warner Brothers Discovery, and the mid-year portfolio update.Twitter - https://twitter.com/afterinvestor

Looking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies.I also discuss my style of value investing which is focused value growth investing while being spawner, apex spawner, and asymmetric opportunity aware. This style of value investing was inspired by these three Mohnish Pabrai lectures:Mohnish Pabrai on the different approaches to value investing - https://youtu.be/qBdieWfouZMMohnish Pabrai on Tencent, Pony Ma, Naspers, Koos Bekker, and capital allocation - https://youtu.be/_7UfqjD3IEgMohnish Pabrai on spawners and apex spawners - https://youtu.be/pUiwBs_N5cETwitter - https://twitter.com/afterinvestor

Coupang is a spawner, and twelve other reasons why I like Coupang.DJY Research Coupang - https://djyresearch.com/2022/04/12/coupang/Twitter - https://twitter.com/afterinvestor

Tencent's investments are worth more than the market cap? And Coupang Destination Analysis Twitter - https://twitter.com/afterinvestorRothman Report for Prosus - https://rrprx.substack.com/2:17 Accounting7:12 Reframing focus investing12:15 Tencent18:25 Coupang Destination Analysis

Carvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV AirportsRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro1:55 Housekeeping7:51 Carvana22:44 Warner Brothers Discovery28:53 Ring Energy36:20 Naspers and Tencent59:00 TAV Airports

Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish StocksRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro20:45 Prosus Buybacks23:20 Intel Special Situation29:20 Alphabet's Earnings37:52 2 New Turkish Stocks

Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental? 0:00 Intro3:15 Why I'm back22:00 Carvana31:00 Buffett Occidental40:00 Ring Energy aquisition56:50 Wonderful businesses1:02:00 Rothman Report1:10:00 ProsusRothman Report for Prosus - https://rrprx.substack.com/Ring Energy Presentations - https://www.ringenergy.com/news-presentations-events/presentationsFollow Jason on Twitter - https://twitter.com/afterinvestor

Why I like that Prosus management is selling Tencent stock to fund Prosus buybacks.How learning from Li Lu helped me handle Ring Energy's recent stock price drop.https://twitter.com/afterinvestor

Would Li Lu hire me as an investment analyst?Complete information and accurate information.Buffett and Munger solved investing.Howard Marks sees opportunities.General Motors and Cruise.Ring, Pedevco, and Continental.Studying Alphabet's past results.https://twitter.com/afterinvestor

Cloning Warren Buffett on Activision Blizzard.Twitter - https://twitter.com/afterinvestor

Moving back to Omaha like Warren BuffettMission statement Why I made a 10% bet on Carvana https://twitter.com/afterinvestor

How I beat the market in 2021.My investing system for 2022.More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

For episode 61 of the After Dinner Investor podcast we're lucky enough to be joined by the great Jack Duffley. Jack is a real estate attorney, real estate investor, value investor, and a great YouTuber. In this episode, I interview Jack about real estate investing, generating passive income from real estate, focusing on cash flow, and many other real estate investing related questions. I hope you enjoy the episode and thanks for listening!Subscribe to Jack's YouTube channel - https://www.youtube.com/c/JackDuffleyFollow Jack on twitter - https://twitter.com/JackDuffleyJack Duffley - https://www.jackduffley.com/links/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Mohnish Pabrai gives update on Reysas.Mohnish shares why he sold Alibaba to buy Tencent through Prosus.Warren Buffett and Charlie Munger recommend 75% bets on cinches.Becoming a focus investor.Good vs extraordinaryPassing on a Chinese PE of 1Why I sold Alibaba and Naspers to buy more Prosus.More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Good feedback on article.About Pedevco.Cloning Kukes.Enterprise value versus PV-10.Business strategy.How do I lose money?When to sell?Saying Good Riddance To The Things That Don't Matter - https://afterdinnerinvestor.substack.com/p/saying-good-riddance-to-the-thingsPedevco investor relations - https://www.pedevco.com/pedMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Ted Weschler’s perfect investment in Dillard'sComparing Qurate Retail to Dillard'sThe Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investment) - https://afterdinnerinvestor.com/the-perfect-investments-are-asymmetric-bets-like-ted-weschlers-dillards-investment/Twitter - https://twitter.com/afterinvestorThe 26 Supper Club - https://www.facebook.com/groups/the26supperclub/Happy ThanksgivingMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

Why did Mohnish Pabrai sell Alibaba?Seth Klarman 13FDavid Abrams 13FRing Energy UpdateShow UpdateCable Cowboy: John Malone and the Rise of the Modern Cable Business - https://amzn.to/3bWUYzFMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

What if your holdings went down by 50%?The Prosus NAV discount.Why I sold half my Ring Energy stake.Half-Eaten Pizzas.Resources:Prosus Shareholder Information - https://www.prosus.com/news/investors-shareholder-information/Prosus Net Asset Value - https://www.prosus.com/news/net-asset-value/Naspers Shareholder Information - https://www.naspers.com/news/investors-shareholder-information/Naspers Net Asset Value - https://www.naspers.com/news/net-asset-value/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

ADI update.Charlie Munger bought more Alibaba.Why I bought Prosus and Naspers.Value stocks versus wonderful businesses.Warren Buffett 1950s impression.How I plan to decide when to sell Ring Energy.Pineapple personality.Resources:10 Ways To Become A Better Value Investor - https://afterdinnerinvestor.com/10-ways-to-become-a-better-value-investor/ Charlie Munger’s Firm Doubled Down on Its Alibaba Investment - https://www.barrons.com/articles/charlie-munger-alibaba-stock-51633627243First Look at Tencent and a Lazy Tencent Stock Valuation - https://youtu.be/mW1v98cz_I0Naspers Has a $100 Billion Headache - https://www.wsj.com/articles/naspers-has-a-100-billion-headache-11618738200Prosus net asset value - https://www.prosus.com/news/net-asset-value/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

How I found Cardlytics.The business.The valuation.My judgement.ADI content update.Resources:Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocksCardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611cMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

Lessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William GreenWhy I bought Reysas LogisticsThe game plan for Reysas from hereStaying in the fight when stock price go downCoffee canning AlibabaCloning Li Lu on Pinduoduo

What I'm reading:Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnFCommon Stocks and Uncommon Profits - https://amzn.to/3so30cuTopics: Reysas LogisticsAlibabaChange HealthcareCardlyticsProsus/Naspers/TencentHoward Hughes CorpMicron TechnologyResources:ADI Newsletter - https://afterdinnerinvestor.substack.comPunch Card Investing episode 18 - https://youtu.be/E-S3GZUBLG4Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocks

Who is Investing With Tom?Tom's background with Alibaba.Cloning Charlie Munger and Mohnish Pabrai.The size of our Alibaba bets.Looking at Alibaba's businesses and moat.Analyzing Alibaba's competition.How Ant Group and Alipay factor into the Alibaba investment.Alibaba discounted cash flow and margin of safety analysis.Any concerns about regulation?The runway and what the plan is here.Investing With Tom YouTube Channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://theinvestingwithtompodcast.buzzsprout.com/

Warren Buffett wisdom from the 1970s.Covid update.Alibaba deep dive.

Portfolio Update

Topics:What I've learned so far about Alibaba.Cash allocation update.Keeping an eye on oil service companies.Seritage CEO speaks.More thoughts on Seritage and a quote from Mohnish.Peter Theil and Ted Weschler.Why I deleted my Twitter account.What I'm reading:Buffett: The Making of an American Capitalist by Roger Lowenstein - https://amzn.to/2TaC1UvReferences:Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCJack Ma’s Ant in Talks to Share Data Trove With State Firms - https://www.wsj.com/articles/jack-mas-ant-in-talks-to-share-data-trove-with-state-firms-11624442902Cash Flow of World’s Oil Drillers Heads for Record $348 Billion - https://www.bloomberg.com/news/articles/2021-06-23/oil-producers-to-make-record-profits-this-year-report-saysSeritage Growth Properties - NAREIT Presentation - https://vimeo.com/565778496Seritage CEO Andrea Olshan on Unlocking Value for SRG Shareholders - https://youtu.be/JDwhhGPN9FMDozens of Ex-Sears Stores to Hit Market as CEO Culls Assets - https://www.bloomberg.com/news/articles/2021-06-24/dozens-of-ex-sears-stores-to-hit-market-as-new-ceo-culls-assetsLord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank - https://www.propublica.org/article/lord-of-the-roths-how-tech-mogul-peter-thiel-turned-a-retirement-account-for-the-middle-class-into-a-5-billion-dollar-tax-free-piggy-bankTed Weschler statement - https://www.documentcloud.org/documents/20971124-ted-weschler-statementWarren Buffett Filing Indicates Berkshire Hathaway Bought Back $6 Billion of Stock in 2nd Quarter - https://www.barrons.com/articles/warren-buffett-filing-indicates-berkshire-hathaway-bought-back-6-billion-of-stock-in-2nd-quarter-51624487156After Dinner Investor - https://afterdinnerinvestor.com/

Deciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International.Updating my cash strategy.Ring Energy update.Alibaba deep dive coming.Covid update.From this episode:Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwagMy interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911 Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCWhat I'm reading:Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAItMore From After Dinner Investor:Newsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Green Brick Partners updateMy job as an investorCall it HBO MaxNew item added to the checklist  (always clone)My vision for Warner Media Discovery - https://afterdinnerinvestor.substack.com/p/my-vision-for-warner-media-discoveryYet Another Value Blog on Discovery Warner Media merger - https://yetanothervalueblog.substack.com/p/some-final-disca-t-ramblings-dontNewsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Discovery Merger UpdateBought Green Brick Partners13F ReviewsWhy I Sold StellantisCorona UpdateADI UpdateScuttlebuttNewsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comMy biggest mistakeRing Energy updateAlibaba updateWhen to sell a wonderful business checklist

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comCharlie Munger bought Alibaba. Let's find out why.Initial thoughts about Alibaba.I bought Alibaba and made a 5% bet.Questions I need to answer to determine if I should buy more.

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:Q1 Portfolio UpdateScuttlebutt on TwitterCovid Variants

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:Vaccine updateHow bad weather changed meExamining why I'm up 100% on DiscoveryWhat companies I cloned from the Q4 2020 13F'sOracle looks like a heads I win, tails I don't lose much situation

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:What I learned from the GameStop situationNew Mohnish Pabrai Q&AChanging the way I cloneMy investment in ShinokenRing Energy, Seritage, and Discovery updatesScuttlebutt on TwitterBerkshire Hathaway possible investment reveal soon

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Value investors and Tesla/Bitcoin.Buy/Sell review.Tesla Bulls Double Down as Stock Reaches New Heights - https://www.wsj.com/articles/tesla-bulls-double-down-as-stock-reaches-new-heights-11608460200The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/Questions and comments welcome at https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Introducing the Buy/Sell page.What it is.Why it helps.How I use it.The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/Questions and comments welcome at https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/If you don't mind, please take 30 seconds and leave a rating or review where you listen to podcasts because it really helps grow the show, thank you!Show notes:I'm back.The two ways I do investing these days.The game plan for this show.The number one lesson I'm learning from recent Mohnish Pabrai talks.Almost never sell a wonderful business.Investing isn't about falling in love.Uninvestable because it's cheap?Gulfport Energy bankruptcy and lessons learned.Questions and comments welcome at https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/News About The After Dinner Investor LibraryThird Quarter Portfolio UpdateADI Library YouTube - YouTubeADI Library Podcast - Apple Podcast

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Investing In BondsHoward Marks' PendulumGeneral Reading vs Deep DivesMacerichSuncor EnergyFollow the show @afterinvestor - TwitterBrad's Video On Risk - YouTubeThe Most Important Thing by Howard Marks - AmazonInvestment Thesis on Macerich - YouTube‘The New Map’ Review: Tapping the Untappable - The Wall Street JournalPresentations - Suncor EnergyAnnual Reports - Suncor Energy

Seritage LivestreamMargin of Safety Becoming RealBuy/Sell ParagraphsShare Count vs Dollar AmountDefending Against Artificial IntelligenceWarren Buffett And The Japan Company HandbookTom and Brad's Seritage Livestream - https://youtu.be/weFoLy2tzssWhat Warren Buffett sees in Japan Inc - https://www.economist.com/business/2020/09/26/what-warren-buffett-sees-in-japan-incMohnish Pabrai on How Biases Lead to Investment Mistakes - https://moiglobal.com/mohnish-pabrai-2017/

On today's show, Jason introduces the Superinvestor Sip, he talks about the new Scuttlebutt series on the website, he covers the recent tech drop and shares his plans with Apple, and then he talks about his new investment in Discovery (DISCA) and why he thinks it's a high uncertainty, low-risk situation.The Superinvestors of Graham-and-Doddsville by Warren E. Buffett - https://www8.gsb.columbia.edu/sites/valueinvesting/files/files/Buffett1984.pdfScuttlebutt - https://afterdinnerinvestor.com/category/scuttlebutt/John Malone interview - https://youtu.be/HIM71DNF08kDavid Zaslav interview - https://youtu.be/XOL4sT6ok-oThe Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success - https://amzn.to/3m7Nyh8

Flotek was recently selling for $80 million and had over $60 million of cash. I missed it, and now it's up over 80% in a few weeks. But I learned an important lesson, real book value matters, and real book value can sometimes provide a margin of safety if the price is low enough.Flotek Industries - https://seekingalpha.com/symbol/FTK

This week Jason reviews the second quarter 13Fs of the great investors like Warren Buffett, Mohnish Pabrai, Guy Spier, Bill Ackman, and others. Thanks for listening and sharing!13F Cloning - https://afterdinnerinvestor.com/13f-cloning/Follow Jason - https://twitter.com/AfterInvestor

This week Jason talks about doing something he's never done before. He talks selling Apple stock and potentially making a small bet on Seritage Growth Properties. And he talks about Warren Buffett buying Bank of America and Berkshire Hathaway in the Scuttlebutt.What do you think about Seritage?Follow Jason - https://twitter.com/AfterInvestorWatch Tom's video about Mohnish Pabrai buying Seritage stock - https://youtu.be/3DBWvTOEw9AMohnish Pabrai talking Seritage in Barron's in 2017 - https://www.barrons.com/articles/lamperts-seritage-strategy-could-lead-to-long-term-gains-1492836691Warren Buffett buys more Bank of America stock - https://afterdinnerinvestor.com/warren-buffett-just-bought-more-bank-of-america-stock-for-24-a-share/

Jason missed a 20-bagger with Kodak. He saw insiders were buying and he saw there was net cash, but he didn't do anything about it, and he missed his chance. This led to him realizing he needs to start taking advantage of opportunities he is able to find using his natural gifts for decision making with incomplete information, and to do it in a smart, managed risk way. Twitter - https://twitter.com/AfterInvestorWebsite - https://afterdinnerinvestor.com/

This week Jason gives an update on his thoughts on how Coronavirus will play out in terms of the way it affects the economy and business, why he's annoyed he has to have a prediction about that, two Warren Buffett philosophies that are helping him thrive during this time, the negative sentiment around Warren Buffett that's been creeping up, how he fell in love with oil and gas investing and the resources he's using to improve in that field, a review of PEDEVCO, some Ring Energy talk, how he's using the portfolios tool on Seeking Alpha, an oil and gas services company that peaked his interest, and he finishes up the show sharing some Scuttlebutt articles. Enjoy!Thanks for listening! Please share, rate, and review the podcast because it helps the show grow. Thank you!Portfolio - https://afterdinnerinvestor.com/portfolio/Follow the show on Twitter to see the Scuttlebutt articles - https://twitter.com/AfterInvestorAlex Berenson's email tweet - https://twitter.com/AlexBerenson/status/1277773122301804546A sample of the Buffett criticism - https://www.ft.com/content/ee69a200-6f3f-4c0e-948b-37e8f9519077PEDEVCO Corp Looks Interesting - https://afterdinnerinvestor.com/pedevco-corp-looks-interesting/American Resources and SK Energy Deliver Letter to the Board of Directors of Ring Energy - https://www.prnewswire.com/news-releases/american-resources-and-sk-energy-deliver-letter-to-the-board-of-directors-of-ring-energy-inc-301014372.htmlRing Energy June 2020 Presentation - https://s24.q4cdn.com/937547486/files/doc_presentations/2020/06/17/Ring-Corporate-Presentation_06.17.2020.pdf

This week Jason talks about the coronavirus and his prediction for how this is going to play out with the economy in the coming months. He also discusses why he won't be buying Schmitt Industries, at least not right now. Then he finishes up talking about a recent Mohnish Pabrai Q&A where he learned about the three categories Mohnish has for investments. He also talks about Francis Chou and the new 13F Cloning page on the After Dinner Investor website.How Sweden Has Faced the Virus Without a LockdownWho is dying from the coronavirus in Massachusetts?Mohnish Pabrai and Francis Chou Q&AMeet Francis Chou13F CloningPEDEVCO Thanks for listening. Please share the show with friends and follow Jason on Twitter @afterinvestor.

Hi everyone, welcome back to the After Dinner Investor podcast. This week Jason gives a portfolio update, he shares a spin on a Ronald Reagan quote he's going to follow, "never trust, always verify, and he talks about Schmitt Industries (SMIT), a company that's selling for just about net cash, with no value assigned to the real estate or two operating businesses.Follow Jason - https://twitter.com/AfterInvestorSchmitt Industries Annual Shareholder's Meeting Presentation - https://www.sec.gov/Archives/edgar/data/922612/000119312519306849/d827624dex991.htmMeet Michael Zapata - https://youtu.be/YybOW3eR4IwJapan’s corporate cash-hoarders have moment in the sun - https://www.ft.com/content/247469ca-25b7-4bd8-8ac3-becf5530f15b

This week Jason breaks down lessons he's learning as an investor during the coronavirus crisis. This is Jason's first real crisis that he's investing through, and he's learning a lot. Thanks for listening, please share the show!Follow Jason - https://twitter.com/AfterInvestor

This week Jason talks about lessons he's learned from the recent Tesla stock eruption. Over the few months Tesla has gone from $220 a share to past $900. What can we learn from this to profit from stock investments going forward? Also, Jason talks about his biggest takeaways from two recent books he read, Stocks Under Rocks and The Man Who Solved The Market.Thanks for listening! Please share the show with friends and leave us a rating or review.The Man Who Solved the Market by Gregory ZuckermanStocks Under Rocks by Peter Ricchiuti@AfterInvestor on Twitter

Welcome back to the After Dinner Investor podcast! This week Jason shares three things he learned from Warren Buffett last year. He also shares other ways he got smarter and became a better investor in 2019, including a great outlook on life he learned from Guy Spier, the secret to career success in life, the importance of systems over goals, falling in love again with the oil and gas business, and he finishes up the episode with some weird talk about personality types.The Secretive Company That Might End Privacy as We Know It - The New York Times @AfterInvestor on Twitter

This week on After Dinner Investor Jason shares his performance record for 2019 and explains how his After Dinner Investor portfolio performed. Then he reviews each holding in the portfolio and explains his current thinking on each investment. Then to finish up the episode Jason shares how he's had his cigar butt versus wonderful business moment, and from here on out the main focus will be on the growers.Peter Lynch Turned His Wife’s Retirement Account Into $11 Million - https://afterdinnerinvestor.com/peter-lynch-wifes-retirement-account/After Dinner Investor Portfolio - https://afterdinnerinvestor.com/portfolio/Mohnish Pabrai At Boston College November 2019 - https://youtu.be/kdGltV0eomU

Welcome back the After Dinner Investor. This week Jason does some scuttlebutt talk and covers investing and business topics including TikTok, New Mexico's oil boom, David Abrams who is an investor he's going to start following, the McDonald's CEO being removed, some Fiat Chrysler talk, and some Gulfport Energy news.Follow the show  - https://twitter.com/AfterInvestor

Welcome back the After Dinner Investor. This week Jason talks about another Fiat Chrysler special dividend that could be coming with the Groupe PSA merger. Then he talks about the price of GrafTech. And then Jason closes the show with a portfolio update.Mohnish's interview with Graham & Doddsville newsletter - http://www.chaiwithpabrai.com/blog/interview-for-graham-doddsville-newsletter-columbia-business-schoolADI portfolio - https://afterdinnerinvestor.com/portfolio/Follow the show  - https://twitter.com/AfterInvestor

Hi everyone! Welcome back to the After Dinner Investor podcast. On today's episode Jason discusses his recent purchase of Ring Energy stock at $1.60. He breaks down the company and explains why he made the investment. Then he covers some scuttlebutt news.https://afterdinnerinvestor.com/why-i-invested-in-ring-energy/https://twitter.com/AfterInvestor

Update - Since recording this over the weekend I went ahead and did buy stock in Ring Energy.On today's episode Jason talks about a new investment idea he found, Ring Energy (REI). He talks about how he found Ring Energy, why it's attractive to him, and how he plans to research it from here. In upcoming episodes he'll have more to say on Ring Energy and he'll also finish breaking down a recent investment in GrafTech International.Thanks for listening! Please share the show with friends, and please leave us a rating or review.Ring Energy - https://ringenergy.com/List of all companies - https://www.nasdaq.com/screening/company-list.aspxShould we do an After Dinner Investor Forum so we can talk stocks online together? Let me know here - https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor

Why did Mohnish Pabrai buy GrafTech? Time for an investigation! Today Jason starts his two-part investigation into GrafTech International (EAF). Part one, today's episode, will focus on the business operations of GrafTech. We will learn about GrafTech's business model, their history, and their very impressive "take of pay" contract strategy that they're using in today's graphite electrode market. We'll also talk about electric arc furnace steel and petroleum needle coke. And then on the next episode, part two of the investigation, we'll examine GrafTech's price and decide whether or not we're going to make a purchase and include it in the After Dinner portfolio.Thanks for listening! Please share the show with friends, and please leave us a rating or review.

This week we review Mohnish Pabrai's second quarter 13F, and we talk about his new investment in GrafTech (and next week we'll investigate GrafTech and try to figure out why Mohnish invested). Then we finish today's episode talking about my new approach to how I'm going to use The Wall Street Journal's 52-week highs and lows they report on Tuesdays through Saturdays.Thanks for listening! Please share with friends and colleagues. And please leave us a rating on Apple Podcasts because it helps more people find the show, thanks!GrafTech International - https://www.graftech.com/Wall Street Journal's 52-week highs and lows - https://www.wsj.com/newhighsMohnish Pabrai 13F - https://whalewisdom.com/filer/dalal-street-llc

Hi everyone, welcome back to the After Dinner Investor. On this episode Jason shares some thoughts on the political climate in the United States, some current events, and how it feels like the market could drop, although he clarifies that he never times the market and is just preparing himself to be able to handle a big market drop, whenever it comes next. Then Jason shares some updates on Party City, Fiat Chrysler, Gulfport Energy, and Apple. And he closes the episode sharing three companies he plans to investigate. PS - To clarify a mistake, when he talks about Gulfport Energy's share count "going into 2018," he meant to say "going into 2019."Thanks for listening! Please share with friends and colleagues. Why Aren’t Investors Worried? Ask Howard Marks - The Wall Street JournalRenault in Talks on Nissan Stake, Hopes to Revive Fiat Deal - The Wall Street JournalFiat Chrysler CEO steps on gas as global auto demand stalls - The Detroit NewsFiat Chrysler’s Growth Hinges on Jeep Expansion - The Wall Street JournalDespite High Hopes, Self-Driving Cars Are ‘Way in the Future’ - The New York Times

On today's episode Jason opens the show by talking about a two-step investment evaluation process that he learned from Mohnish Pabrai. This "the goal is rejection" process allows him to quickly scan investment opportunities and then get back to general reading.Then Jason talks about his recent Gulfport Energy investment. He discusses what Gulfport does, how he found Gulfport, and why he's making the investment.Jason also covers some scuttlebutt articles about the natural gas industry.Thanks for listening! Please support the show by sharing it with friends and by leaving us a rating and review.Mohnish Pabrai Rejects Stock Ideas As Quickly As Possible - After Dinner Investor Is Gulfport Energy A Hidden PE Of Less Than 2? - After Dinner InvestorRestoring Forests Could Help Put a Brake on Global Warming, Study Finds - The New York TimesA Leader of America’s Fracking Boom Has Second Thoughts - The Wall Street Journal The U.S. Is Overflowing With Natural Gas. Not Everyone Can Get It. - The Wall Street Journal Investors Aren’t Buying This Oil Rebound - The Wall Street Journal 

Hi, welcome back to the After Dinner Investing podcast! We've got a great show for you this week. On today's show Jason starts out with some wisdom from Mohnish Pabrai, then we have some 13F updates. After the 13F updates, we share an update on Party City (we have helium!). After that we get into some Fiat Chrysler talk about the possible merger with Renault, and then Jason explains why he bought more Fiat Chrysler in the After Dinner Investor portfolio. And then we close the show with a great book recommendation.Thanks for listening, thanks for sharing.Mohnish Pabrai's Dublin Talk - YouTubeMohnish Pabrai Interview Episode 120 - The Investors PodcastMohnish Pabrai Interview Episode 121 - The Investors PodcastMohnish Pabrai Interview Episode 241 - The Investors PodcastMohnish Pabrai 13F - WhaleWisdomGuy Spier 13F - WhaleWisdomLou Simpson 13F - Whale WisdomBerkshire Hathaway 13F - WhaleWisdomLou Simpson retiring from Geico - Chicago TribuneParty City Q1 2019 Earnings Call Transcript - The Motley FoolFiat Chrysler Unveils Renault Merger Proposal - The Wall Street JournalFiat Chrysler Ram Pickup Is Closing In on GM and Ford - The Wall Street JournalInside the Investments of Warren Buffett by Yefei Lu - Amazon

Hi everyone, welcome back to the After Dinner Investing podcast. This week Jason explains why he bought more Fiat Chrysler and Party City. He introduces two new watchlist stocks, EVI Industries and RF Industries. And he shares some interesting stories in the Scuttlebutt, including an epic Charlie Munger interview with The Wall Street Journal.Thanks for listening, thanks for sharing.FCA Q1 2019 Results - Fiat ChryslerEVI Industries Sets Records for Revenues and Gross Profit During the Second Quarter - EVI IndustriesInvestor Relations - RF IndustriesRF Is Flying Under the Radar and Soaring at Same Time - San Diego Business JournalIs Jeep’s 2020 Gladiator Worth the Climbing Costs? - The Wall Street JournalJeep mega-brand transforms Fiat Chrysler's future - The Detroit NewsThe Crisis Fiat Faced as It Lost an Indispensable Leader - BloombergWarren Buffett: ‘I’m having more fun than any 88-year-old in the world’ - Financial TimesA question from Mohnish Pabrai at the 1999 Berkshire Hathaway annual meeting - YouTubeCharlie Munger, Unplugged - The Wall Street Journal

This week on the After Dinner Investing podcast, we talk about how to find 100 bagger investments. Jason breaks down what he learned from a Mohnish Pabrai talk on 10 to 100 bagger investments and also the book 100 Baggers by Christopher Mayer. And then Jason finishes the episode giving an example of a stock that recently went up 10 times and showed some of the characteristics that he covered in this episode.Thanks for listening, thanks for sharing!Mohnish Pabrai's 10 to 100 Bagger Lecture - YouTube100 Baggers: Stocks That Return 100-to-1 and How To Find Them - AmazonEVI Industries - Company WebsiteMohnish Pabrai's Bookshelf - Chai With Pabrai

Welcome back to the After Dinner Investing podcast! This week we're breaking down the investment in Synchrony Financial, we cover updates on Fiat Chrysler and Party City, we talk about Mohnish Pabrai's investment in Micron Technology and Harold Hamm's $39 million dollar purchase of additional Continental Resources shares, and we finish up with some scuttlebutt. Thanks for listening, thanks for sharing!We Are Up 28% So Far On Synchrony Financial - https://afterdinnerinvestor.com/up-28-percent-on-synchrony-financial/Focusing on FCAU’s Business Results And Dividends - https://afterdinnerinvestor.com/focusing-on-fcaus-business-results-and-dividends/Party City Down 15% In One Day - https://afterdinnerinvestor.com/party-city-down-15-in-one-day/100 Baggers: Stocks That Return 100-to-1 and How To Find Them - https://amzn.to/2XF9ovZContinental Resources CEO Harold Hamm Bought $39 Million of Stock - https://www.barrons.com/articles/continental-resources-ceo-harold-hamm-is-buying-up-stock-51551201706Watch CNBC's full interview with iconic investor Warren Buffett - https://youtu.be/Pqc56crs56sCharlie Munger Speaks at Daily Journal Annual Meeting - https://youtu.be/X1Oi3esiry8Berkshire Hathaway VP Charlie Munger on investing - https://youtu.be/peUrLZ24GfMThe Latest Trend in Mobile Gaming: Stock-Trading Apps - https://www.wsj.com/articles/the-latest-trend-in-mobile-gaming-stock-trading-apps-11548158400Young Voters Keep Moving to the Left on Social Issues, Republicans Included - https://www.nytimes.com/2019/01/23/us/gop-liberal-america-millennials.htmlHBO’s C.E.O., an Emmy Magnet, Steps Down - https://www.nytimes.com/2019/02/28/business/media/richard-plepler-hbo-ceo.htmlDebt Collector Seizes Family’s Prized Pug and Sells It on eBay - https://www.nytimes.com/2019/02/28/world/europe/debt-collector-pug-germany.html

In 1959, Warren Buffett made a personal investment in a private company called Mid-Continent Tab Card Company. He put in 20% of his net worth into this company and received a 16% share. Buffett held on to this investment for 18 years and the compounded annual return was 33%, so this was well-over a 100 bagger investment for Buffett.I learned about this investment by watching a 2008 talk that Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life," gave to the Darden School of business at the University of Virginia. It's a fascinating talk, and there was a lot to learn from it. Her talk got into a ton of interesting things like how Warren Buffett values companies and whether or not he uses a discounted cash flow formula. In this episode I breakdown her talk, Buffett's investment, and the lessons I learned from it.Thanks for listening and thanks for sharing!Her talk can be found here - https://afterdinnerinvestor.com/mid-continent-tab-card-company/

Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about his new year's resolution, and then he dives into some scuttlebutt topics. Thanks for sharing and enjoy!After Dinner Investor YouTube Channel - YouTubeNew Office Hours Aim for Well Rested, More Productive Workers - The New York TimesWielding Rocks and Knives, Arizonans Attack Self-Driving Cars - The New York TimesAfter Dinner Investor Portfolio - After Dinner InvestorThe David Rubenstein Show: Paul Singer - Bloomberg Markets and FinanceApple’s Biggest Problem? My Mom - The New York TimesiPhone XR Revisited: The Best iPhone Apple Can’t Sell - The Wall Street Journal

Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about why using an investing checklist is so important, and he goes through his current investing checklist. Enjoy! Thanks for listening and sharing.The Checklist Manifesto - AmazonJason's Investment Checklist - After Dinner Investor

Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason shares some great news about the show, he talks about the market madness lately and how ridiculous it is to compare this month to the Great Depression. Then he shares a personal mental model he lives by, which is structuring your life like Berkshire Hathaway, and he covers how much cash he plans to keep in the After Dinner Investor portfolio. And the show closes with some Google and Apple talk and some resources Jason found this week. Enjoy the episode and thanks for listening!The Friendship That Made Google Huge - The New YorkerTech Stocks Often Rise and Fall Together. They Shouldn’t. - The New York TimesForm 4 Insider Trading Screener - OpenInsiderThanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes.

Today Jason starts off wondering how anyone could possibly be a bad investor given how much information Charlie Munger, Warren Buffett, and Mohnish Pabrai have shared. Then he goes over some interesting insights Mohnish shared during the Q&A section of his recent Morningstar India talk (including commandment number eleven). And Jason closes the show by introducing the After Dinner Investor portfolio and some Fiat Chrysler talk.Mohnish Pabrai at Annual Morningstar India Conference - YouTubeMohnish Pabrai: "Intensive Stock Research Can Be Injurious to Financial Health" - YouTubeWhy Warren Buffett Is Big on Big Banks - Barron'sSergio Marchionne Profile - Wall Street JournalAfter Dinner Investor Portfolio - After Dinner InvestorMohnish Pabrai’s Ten Commandments Hang On My Wall Now - After Dinner Investor Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes.

Welcome back to the After Dinner Investing Podcast! Today Jason starts off talking about something interesting he heard Warren Buffett say during the 1995 shareholder meeting. Then Jason talks about the A.H. Belo Corporation. And he finished the episode talking about his decision to invest in Party City.Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes.

Welcome back to the After Dinner Investing Podcast! On today's show Jason starts off talking about Mohnish Pabrai's new talk, the "Ten Commandments of Investment Management," then Jason gives an update on how his Japanese stock basket is coming along, and then he closes out the show by talking about five companies that look cheap that he'll be doing further research on.Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes.Ten Commandments of Investment Management - https://afterdinnerinvestor.com/mohnish-pabrais-ten-commandments-hang-on-my-wall-now/

On today's show, the first ever episode of the After Dinner Investing podcast, Jason introduces himself, talks about his investing heroes, explains what to expect on this podcast, and then talks about a Japanese construction company that is selling for less than net cash.Thanks for listening and please leave us a review and rating on iTunes and share the show with your friends and colleagues. Mohnish Pabrai's lecture on the "The Quest for 10-100 Baggers" - https://www.youtube.com/watch?v=Jo1XgDJCkh4Japan Company Handbook - http://amzn.asia/d/6aUb8zEMatsui Construction - https://quotes.wsj.com/JP/XTKS/1810