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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.
 
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!
 
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Wiser Than Yesterday

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Wiser Than Yesterday

Sam Harris & Nicolas Vereecke

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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 ...
 
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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show series
 
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.
 
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…
 
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.
 
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…
 
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…
 
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…
 
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.
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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.
 
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.
 
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.
 
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…
 
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.
 
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.
 
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…
 
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.
 
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.
 
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.
 
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.
 
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.
 
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…
 
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…
 
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.
 
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…
 
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.
 
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…
 
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…
 
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.
 
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…
 
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.
 
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…
 
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,…
 
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…
 
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-…
 
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.
 
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…
 
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