))
I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
The Zenvesting Podcast with Lauren Templeton explores the world’s most intriguing investment topics from global markets to mastering our own minds. Gather investment wisdom and educate yourself as you listen to interviews with exclusive investment managers, corporate executives, and entrepreneurs on a wide range of engaging topics.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out weekly on Saturdays.
Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
In-depth breakdowns of some of the worlds most thought-provoking and inspiring books. Our hosts, Nicolas Vereecke and Sam Harris digest non-fiction books from all centuries and genres. This podcast is here to help listeners become smarter. To learn about ideas they haven't heard of or to gain more perspectives on the books and ideas they are familiar with. We dive into topics such as philosophy, business, feminism, psychology, politics, economics and who knows what else. Our goal is to simpl ...
The Family Office Club on Clubhouse (https://www.joinclubhouse.com/club/family-office) has been set up by wealth owners, family members, family office staff and trusted advisors with a focus to connect, cooperate and educate. The Club runs regular sessions on Clubhouse and member-only webinars.
As Dr. Joel Le Bon said in the book AI for Sales, “In sales, time kills deals. In AI for Sales, AI kills time.” The internet changed everything for sales and marketing. Artificial intelligence is going to change everything again. Are you ready to embrace that change? Creativity, strategic thinking, and informed decision-making remain distinctly human advantages in the sales motion. And, technological advancements like automation and artificial intelligence advance sales performance to the ne ...
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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What I learned from Ted Weschler and Guy Spier last week, Abrams adds more Coupang | Tea Time 38
1:08:33
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What I learned from Ted Weschler and Guy Spier last week, Abrams adds more Coupang https://twitter.com/afterinvestor 0:00 Intro 3:20 Davis Abrams 14:08 Inverted tax loss harvesting 36:10 Ted Weschler 53:05 Guy SpierBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The AI for Sales Podcast
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Using AI for the First Mile of Sales with Jonathan Spier
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On this episode of the AI for Sales Podcast, Chad is joined by Jonathan Spier, CEO of Rev. Sellers recognize the challenge of getting to prospects with many saying it's the hardest part of the job. Now, AI might just be the answer. Jonathan shares his thoughts on AI being an enabler for people and helping them continue to be smart about decisions a…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Is Carvana obviously a 100 bagger? | Tea Time 39
1:24:27
1:24:27
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Is Carvana obviously a 100 bagger? Coupang expands into Japan and Taiwan. Berkshire buys more Floor and Decor. Quantitative vs Qualitative https://twitter.com/afterinvestor 0:00 Intro 10:30 Carvana 1:13:30 Coupang 1:15:04 Floor & Decor 1:20:04 Quantitative vs QualitativeBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The Investing with Tom Podcast
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#33 - Matt Peterson on Berkshire, Seritage, Alibaba & Turkey
1:18:24
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A huge thank you to Matt for inviting us into Peterson Capital Management HQ in Austin TX. I hope you enjoy this conversation as much as we did. A shout out also to @Hamish Hodder for joining me for this episode, and @New Money for running the cameras. Enjoy :) Sign up for any Sharesight subscription below and get four months free (33% discount): h…
Ninad Shinde grew up in India, studied and worked in the United States, before moving to London, where he still lives and works as a consultant to private equity firms. He talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / softwar…
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The AI for Sales Podcast
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Using AI to Replicate the Best Practices for Success with Rodrigo Xavier Witt
25:31
25:31
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On this episode of the AI for Sales Podcast, Chad is joined by Rodrigo Witt, co-founder and CEO of Innvox. He and his team built Innvox as a sales coaching software to help contact center teams succeed by providing AI guidance after each call. He talks about traveling a lot from an early age and how this led him to remote working. How Innvox is int…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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How much Carvana stock should I buy? | Tea Time 37
42:59
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How much Carvana stock should I buy? https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Wiser Than Yesterday
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NEURODIVERSITY: The Man Who Mistook His Wife and Other Clinical Tales by Oliver Sacks
31:24
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In this book, neurologist Oliver Sacks, describes the case histories of some of his patients. Sacks chose the title of the book from the case study of one of his patients who has visual agnosia, a neurological condition that leaves him unable to recognize faces and objects. Sacks wrote the stories of 24 patients and their neurological conditions wh…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Why I sold 100% of my Prosus stock, bought Alibaba | Tea Time 36
1:09:34
1:09:34
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Why I sold 100% of my Prosus stock, bought Alibaba https://twitter.com/afterinvestor 3:09 Book recommendation 5:15 Party City 17:40 Porche 27:27 Prosus, Alibaba, AlphabetBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The AI for Sales Podcast
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Boost Reach By Following Intent Signals with Tukan Das
32:26
32:26
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On this episode of the AI for Sales Podcast, Chad is joined by Tukan Das, co-founder and CEO of LeadSift. LeadSift is a Foundry company focused on delivering relevant leads to B2B tech companies by layering research-based intent from the public web. Tukan shares how intent signals are being utilized by LeadSift and other intent providers to enable …
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The AI for Sales Podcast
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The Right Chatbot Amplifies Customer Experiences with Eliav Cohen
28:35
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On this episode of the AI for Sales Podcast, Chad is joined by Eliav Cohen, chief hot air balloon pilot and founder of The Bot Lab. Having Helium and Drift, the top chatbot platforms in the world, Eliav and his company help organizations set up AI chatbots to deliver amazing customer experiences. He explains all about preventing gated content, inte…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Wonderful business at a fair price, 15% position | Tea Time 35
1:30:40
1:30:40
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Wonderful business at a fair price, 15% position https://twitter.com/afterinvestor 0:00 Intro 8:10 Twitter 13:45 GoogleBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The AI for Sales Podcast
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Breathing Life Into Businesses Through Automation with Andrew Woessner
23:52
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On this episode of the AI for Sales Podcast, Chad is joined by Andrew Woessner, President and CEO of Telogical Systems. He is also the Founder and CEO of R-Path Automation which helps incorporate automation technology for small and mid-size firms. Andrew explains the functions of Telogical Systems in telecommunication and the practicality of automa…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Will Reysas Logistics be my 150 bagger? | Tea Time 34
1:32:08
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Will Reysas Logistics be my 150 bagger? Mohnish Pabrai's interview with Doctors Investing Group - https://youtu.be/0SbspUlZW8A https://twitter.com/afterinvestor 0:00 Intro 3:00 Cloning 8:20 Reysas 1:12:00 AllocationBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
Olaf Hein is the CEO of Elbstein AG, a publicly traded German holding company. He talks to Georgina Godwin about his early life and education and the evolution of his career in the financial industry. Mr. Hein also shares some advice based on his decades-long stock market experience. Here's an interview by Smart Investor who interviewed Olaf Hein a…
Buy right, sit tight!By Lauren Templeton
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The AI for Sales Podcast
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Tackling Sales-Generated Pipelines More Efficiently with Jamie Shanks
26:16
26:16
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On this episode of the AI for Sales Podcast, Chad is joined by Jamie Shanks, Founder and CEO of Sales for Life. He is also the CEO of Pipeline Signals which helps sales teams redirect their focus to selling instead of spending too much time on research. Jamie highlights how businesses can use AI to obtain sales intelligence and data so that their s…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Warren Buffett Charlie Rose interview, Tencent and Alibaba | Tea Time 33
1:36:08
1:36:08
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Warren Buffett Charlie Rose interview, Tencent and Alibaba https://twitter.com/afterinvestor 0:00 Intro 8:48 Mortgage rates 15:44 Tencent and Alibaba 36:50 Twitter poll 49:25 Warren Buffett interview 1:12:15 My style of investingBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Is inflation good for Reysas Logistics? Working on a 26 bagger | Tea Time 32
1:15:57
1:15:57
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Is inflation good for Reysas Logistics? Working on a 26 bagger https://twitter.com/afterinvestor 0:00 Intro 4:10 Reysas and inflation 57:47 Reysas insider buying 1:02:36 26 BaggerBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Munger sells Alibaba, Did Munger buy Tencent, Why I bought HP like Warren Buffett | Tea Time 31
58:16
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58:16
Munger sells Alibaba, Did Munger buy Tencent, Why I bought HP like Warren Buffett Twitter - https://twitter.com/afterinvestor 0:00 Intro 4:25 Twitter 25:40 Alibaba 43:15 HPBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Zenvesting
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Guy Spier: The Education of a Value Investor
1:10:49
1:10:49
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1:10:49
Guy Spier: The Education of a Value InvestorBy Lauren Templeton
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Party City: Too Much Debt or Multi-Bagger Situation? | Saturday Tea
54:10
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Party City: Too Much Debt or Multi-Bagger Situation? Twitter - https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The AI for Sales Podcast
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Revolutionizing Technology Sales Through Rev Ops with Seamus Ruiz-Earle
29:15
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On this episode of the AI for Sales Podcast, Chad is joined by Seamus Ruiz-Earle, CEO of Carabiner Group, a firm specializing in Revenue Operations information technology services. Seamus explains that while sales ops focuses on sales and marketing operations on marketing service, Rev Ops is the carabiner between all of these and connecting them to…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Should I clone Warren Buffett on HP? Thor insider buying | Tea Time 30
31:42
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31:42
Should I clone Warren Buffett on HP? Thor insider buying Twitter - https://twitter.com/afterinvestor 0:00 Intro 3:23 Cloning Buffett on HP 30:17 ThorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Why did Warren Buffett buy 11% of HP? Berkshire Hathaway 13F, GRBK insider buying | Tea Time 29
1:00:18
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Why did Warren Buffett buy 11% of HP? Berkshire Hathaway 13F, Green Brick insider buying Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:28 Green Brick Partners 7:55 Food Delivery Business 16:26 Warren Buffett Buys HP 52:12 Berkshire Hathaway 13FBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Wiser Than Yesterday
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NEURODIVERSITY - PSYCHOPATHS: The Wisdom of Psychopaths: What Saints, Spies, and Serial Killers Can Teach Us About Success by Kevin Dutton
27:29
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The Wisdom of Psychopaths: What Saints, Spies, and Serial Killers Can Teach Us About Success In this engrossing journey into the lives of psychopaths and their infamously crafty behaviors, the renowned psychologist Kevin Dutton reveals that there is a scale of "madness" along which we all sit. Incorporating the latest advances in brain scanning and…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Prosus' food delivery losses versus the Tencent profits, Mohnish's 2020 and 2021 13Fs | Tea Time 28
1:01:40
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Prosus' food delivery losses versus the Tencent profits, Mohnish Pabrai's 2020 and 2021 13Fs Twitter - https://twitter.com/afterinvestor 0:00 Intro 3:50 Green Brick Partners 10:40 Banks 19:25 Prosus 54:25 Mohnish Pabrai 13FBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Green Brick Partners' has the perfect CEO, portfolio update, Elon Musk buys Twitter | Tea Time 27
1:06:59
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Green Brick Partners' has the perfect CEO, portfolio update, Elon Musk buys Twitter Twitter - https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Prosus is so cheap, Greenbrick Partners' hidden value, spinoffs | Tea Time 26
54:23
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Prosus is so cheap, Greenbrick Partners' hidden value, spinoffs https://twitter.com/afterinvestor 0:00 Intro 4:06 Prosus 33:00 Greenbrick Partners 50:20 SpinoffsBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Looking into Prosus' businesses, Landsea Homes, consistent earnings | Tea Time 25
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Looking into Prosus' businesses, Landsea Homes, consistent earnings Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:50 Prosus 9:20 Landsea Homes 42:00 Consistent Earnings 45:11 NewsBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Is Apple overpriced by a lot, looking at Li Lu's 2021, Charlie Munger news | Tea Time 24
54:48
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Is Apple overpriced by a lot? Looking at Li Lu's 2021. Charlie Munger news. Twitter - https://twitter.com/afterinvestor 2:17 Apple 17:50 Why Companies Make Money 24:55 Insider Buying 36:38 Li Lu 42:00 NewsBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The AI for Sales Podcast
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The Boosting Effect of Technology in E-Commerce with Mezue Eneh
20:51
20:51
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HIGHLIGHTS Learning to make connections at an early age Getting introduced to entrepreneurship and sales How AIM Media helps lifestyle brands be more effective online Taking advantage of automation as a sales professional QUOTES Mezue: "Technology usage, whether it's AI or blockchain, there's so much you can do. So you kind of have to find your nic…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Chinese stocks will never be this cheap again, focus investing, wonderful businesses | Tea Time 23
1:22:36
1:22:36
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Chinese stocks will never be this cheap again, focus investing, wonderful businesses Twitter - https://twitter.com/afterinvestor 0:00 Intro 5:30 Focusing on 100 stocks 25:50 Reviewing my portfolio 58:10 Characteristics of wonderful businesses 1:11:30 Chinese stocks are cheapBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
David Sumpter is a professor of applied mathematics at the University of Uppsala, in Sweden, and the author of a wonderful book called The 10 equations that Rule the World. He talks to Guy Spier about the various applications of mathematics in practical areas of our day-to-day life, such as social media algorithms, graph theory, Bayes’ theorem, and…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Reysas Insider Buying, Tencent's Q4 Earnings, Cloning Guy Spier | Tea Time 22
1:13:24
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Reysas Insider Buying , Tencent's Q4 Earnings, Cloning Guy Spier Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:20 My new value investing system 9:00 Insider buying at Reysas 27:30 Tencent's Q4 Earnings 57:00 Guy Spier 13F 1:06:16 NewsBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Looked into Kodak, setting the menu | Tea Time 21
11:04
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Looked into Kodak Setting the menu Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:15 Kodak 3:45 Setting the menuBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Wiser Than Yesterday
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NEURODIVERSITY - AUTISM: NeuroTribes; The Legacy of Autism and the Future of Neurodiversity by Steve Silberman
29:55
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NeuroTribes: The Legacy of Autism and the Future of Neurodiversity By Steve Silberman What is autism? A lifelong disability, or a naturally occurring form of cognitive difference akin to certain forms of genius? In truth, it is all of these things and more—and the future of our society depends on our understanding it. Wired reporter Steve Silberman…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Oil at $200, Floor & Decor, Crocs CEO, 13F's, Joel Greenblatt then Berkshire book | Tea Time 19
1:14:43
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Oil at $200, Floor & Decor, Crocs CEO, 13F's, Joel Greenblatt then Berkshire book. Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:45 Oil 32:05 Crocs 38:00 Floor & DecorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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The Investing with Tom Podcast
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#32 - Hatch Co-Founder Natalie Ferguson on Growing Meaningful Wealth
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Natalie Ferguson co-founded Hatch; a company helping kiwis grow meaningful wealth by investing in great businesses. In this episode, Nat explains how Hatch went from idea to start-up, to successful business, as well as her personal perspectives on investing and what's next for the Hatch team! Enjoy :) Sign up for any Sharesight subscription below a…
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The AI for Sales Podcast
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AI-Powered Marketing Solutions at the Click of a Button with Eris Verne
24:51
24:51
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HIGHLIGHTS Wanting to be plastic surgeon but ending up coding Using AI to recommend the most effective marketing strategies A web app that returns budgeting solutions for marketing channels AI offers improvements using decentralized business processes QUOTES Eris: "We gathered the data, again 'bypassing' the conventional way of gathering data using…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Comparing Ring Energy To Occidental Petroleum, Floor & Decor, Crocs Insider Buying | Tea Time 18
52:36
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Comparing Ring Energy To Occidental Petroleum Floor & Decor Crocs Insider Buying Twitter - https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Warren Buffett Buys More Occidental Petroleum, Ring Energy Earnings | Tea Time 17
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Warren Buffett Buys More Occidental Petroleum Ring Energy Earnings Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6% - https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982 Ring Energy Q4 2021 and full year earnings press release - https://www.ringenergy.com/investors/news-events/p…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Historic day for Alibaba, Tencent, and Prosus! Wrote off Floor & Decor too quickly | Tea Time 16
35:59
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Historic day for Alibaba, Tencent, and Prosus! Seritage update. Wrote off Floor & Decor too quickly. How I look up to Warren Buffett. Twitter - https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Macro investing, Crocs, Apple, Tencent, Prosus, and Alibaba | Tea Time 14
51:59
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Macro investing Crocs Apple Tencent Prosus, and Alibaba Twitter - https://twitter.com/afterinvestorBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Seritage sale is going to happen, figured out Discovery, EBITDA is real, Peter Kaufman | Tea Time 13
1:02:19
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Seritage sale going to happen. Figured out Discovery. EBITDA is real Seritage news - http://ir.seritage.com/news/default.aspx CHRIS PAPPAS STEPS DOWN AS LUBY'S CEO - https://www.restaurantbusinessonline.com/leadership/chris-pappas-steps-down-lubys-ceo New York REIT Liquidating LLC - http://www.nyrt.com/ Discovery and WarnerMedia presentation - http…
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The AI for Sales Podcast
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The 12 Data Layers Explained with Tarush Aggarwal
30:40
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30:40
HIGHLIGHTS 12 data layers explained and 5x's service to stitch them together Case studies of companies improving their data efficiencies AI in future sales: Use AI to come up with recommendations AI and jobs: Data scientists will be in high demand QUOTES Tarush: "The first 5 layers of the stack are kind of pretty well-understood and, at that point,…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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More Andrea Olshan Please, Coupang Tanks, Thor Industries Looks Interesting | Tea Time 12
39:45
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39:45
More Andrea Olshan Please Coupang Tanks Thor Industries Looks Interesting Former Sears Landlord Seritage Said to Consider a Sale - https://www.bloomberg.com/news/videos/2022-03-10/former-sears-landlord-seritage-said-to-consider-a-sale-video Coupang drops amid report firm is marketing 50M block of shares for sale - https://seekingalpha.com/news/3812…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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The Likely Seritage Sale Price, Green Brick Partners Expands To Austin, Growing Bank | Tea Time 11
50:09
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50:09
The Likely Seritage Sale Price Green Brick Partners Expands To Austin Growing Bank Western Alliance Europe’s Food Delivery Stocks Are Appetizingly Cheap - https://www.wsj.com/articles/europes-food-delivery-stocks-are-appetizingly-cheap-11646387187 War in Ukraine Disrupts Ships Around the Globe - https://www.wsj.com/articles/war-in-ukraine-disrupts-…
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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The Hardest Part Of Being A Value Investor, Pedevco Update | Tea Time 10
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13:07
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13:07
The hardest part of being a value investor is when prices go up. Pedevco update. Wonderful business holding checklist - https://afterdinnerinvestor.com/wonderful-business-holding-checklist/ Pedevco presentation - https://www.pacificenergydevelopment.com/pedBy Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Seritage Spinoff, Stellantis PE of 3, Bought Coupang and Navios Maritime Partners | Tea Time 9
56:56
56:56
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56:56
The After Dinner Investor is becoming Tea Time! I explain this change at the beginning of the episode. And then I talk about two new stocks that I bought. Seritage Spinoff idea. Stellantis is selling for a PE of 3. When to sell Pedevco? Why I bought Coupang and Navios Maritime Partners Mohnish Pabrai on the shipping industry - https://youtu.be/oDMi…
