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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.
 
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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-11608460200 The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/ Questions and comments welcome at https://afterdinnerinvestor.com/contact/ Follow the s…
 
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/afterinvestorJason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. による
 
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. …
 
News About The After Dinner Investor Library Third Quarter Portfolio Update ADI Library YouTube - YouTube ADI Library Podcast - Apple PodcastJason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. による
 
Investing In Bonds Howard Marks' Pendulum General Reading vs Deep Dives Macerich Suncor Energy Follow the show @afterinvestor - Twitter Brad's Video On Risk - YouTube The Most Important Thing by Howard Marks - Amazon Investment Thesis on Macerich - YouTube ‘The New Map’ Review: Tapping the Untappable - The Wall Street Journal Presentations - Suncor…
 
Seritage Livestream Margin of Safety Becoming Real Buy/Sell Paragraphs Share Count vs Dollar Amount Defending Against Artificial Intelligence Warren Buffett And The Japan Company Handbook Tom and Brad's Seritage Livestream - https://youtu.be/weFoLy2tzss What Warren Buffett sees in Japan Inc - https://www.economist.com/business/2020/09/26/what-warre…
 
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 …
 
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/AfterInvestor Watc…
 
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 smar…
 
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 …
 
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 investm…
 
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 operat…
 
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/AfterInvestorJason Rothman: An investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. による
 
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 T…
 
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, falli…
 
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, a…
 
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://twitte…
 
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/in…
 
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/AfterInvest…
 
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 Ener…
 
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 th…
 
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…
 
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 com…
 
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…
 
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 wi…
 
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. Thank…
 
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…
 
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…
 
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