027: We're All Macro Investors Now

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

コンテンツは Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai., Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai., Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

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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/AfterInvestor
Alex Berenson's email tweet - https://twitter.com/AlexBerenson/status/1277773122301804546
A sample of the Buffett criticism - https://www.ft.com/content/ee69a200-6f3f-4c0e-948b-37e8f9519077
PEDEVCO 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.html
Ring Energy June 2020 Presentation - https://s24.q4cdn.com/937547486/files/doc_presentations/2020/06/17/Ring-Corporate-Presentation_06.17.2020.pdf