After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
162 episodes - English - Latest episode: 5 months ago - ★★★★★ - 15 ratingsHi, 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.
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Episodes
100: Why I Like These Two Coal Stocks
December 06, 2023 02:00 - 51 minutes - 35.5 MBIn 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=MXewf6Gbt85IZDCi The Coal Trader - https://thecoaltrader.substack.com/ Jimmy Brock Interview - https://open.spotify.com/episode/5qOshBZjczujJlkUHL1YUr?si=VwjUKqsGTm...
099: Why I Bought Tesla Stock
November 16, 2023 20:00 - 1 hour - 52.1 MBEndeavor merger workout. Ramaco Resources bet. Why I bought Tesla. Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
098: I had to sell it
November 10, 2023 07:00 - 1 hour - 44.9 MBNew show schedule. Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5 Why I sold Cardlytics. Follow Jason - https://twitter.com/afterinvestor Get in touch - https://afterdinnerinvestor.com/contact/ Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
What we learned about Amazon, Jeff Bezos, and AWS from the book Invent and Wander | ADI Book Club 9
October 26, 2023 18:00 - 56 minutes - 38.8 MBJason 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/KaranMGurnani Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospi...
Invent and Wander | ADI Book Club 9
October 26, 2023 18:00 - 55 minutes - 38.3 MBJason and Karan talk about Invent and Wander. 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/KaranMGurnani Jason - https://twitter.com/afterinvestor
097: Coal Industry Overview With Matt Warder
September 27, 2023 19:00 - 1 hour - 43.5 MBOn 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/mfwarder Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
096: Cardlytics Destination Analysis Using The Cardlytics Formula
September 21, 2023 06:00 - 1 hour - 64.5 MBShow update Manchester United Coal Cardlytics Formula https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
Soros on Soros | ADI Book Club 8
September 08, 2023 21:00 - 1 hour - 43.5 MBJason 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/KaranMGurnani Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
Soros on Soros | ADI Book Club 7
September 08, 2023 21:00 - 1 hour - 43.4 MBJason 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/KaranMGurnani Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts Spotify
095: Alpha Metallurgical Resources Destination Analysis
August 22, 2023 19:00 - 1 hour - 45.6 MBThis 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 Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
094: What’s going on with Alpha Metallurgical Resources stock?
August 12, 2023 23:00 - 46 minutes - 32.2 MBAlpha 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/afterinvestor Contact - https://afterdinnerinvestor.com/contact/ Personalize an experience The luxury hospitality space depends on the personalized ...
104: The Carvana Debt Deal
July 22, 2023 05:00 - 31 minutes - 21.8 MBRemembered what the job is The debt deal https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
103: This guy is going to make me rich
July 21, 2023 05:00 - 32 minutes - 22 MBJohn Paulson Munger desk plaque Carvana https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
The Greatest Trade Ever | ADI Book Club 6
July 20, 2023 20:00 - 1 hour - 53.2 MBJason and Karan talk about The Greatest Trade Ever by Gregory Zuckerman The Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945 Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts Spotify
The Greatest Trade Ever | ADI Book Club 7
July 20, 2023 20:00 - 1 hour - 53.3 MBJason and Karan talk about The Greatest Trade Ever by Gregory Zuckerman The Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945 Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
102: Circle The Wagons
July 20, 2023 04:00 - 47 minutes - 32.5 MBWow Now what Circle the wagons https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
101: Carvana Formula, Investment in Turkey, Manchester United Decision Soon
July 18, 2023 17:00 - 52 minutes - 36.4 MBNew Cardlytics CFO Manchester United decision is imminent Foreign investment in Turkey The Carvana Formula https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
100: I’ve seen the streaming story before
July 17, 2023 20:00 - 32 minutes - 22.6 MBMilitary AI Streaming is shale Ice cream https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
099: Gigantic buybacks at RH, Amazon's competition, Cloud Demand
July 15, 2023 23:00 - 19 minutes - 13.4 MBAmazon's competition Gigantic buybacks at RH RH England Cloud is changing Aspartame https://twitter.com/afterinvestor
098: Did Buffett Buy More Paramount?
July 14, 2023 19:00 - 1 hour - 41.6 MBMy Cardlytics experience ESPN strategic partner I watched something on Max Did Buffett buy more Paramount? Saudis might buy another football club PepsiCo quote https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
097: Who is going to buy Manchester United?
July 13, 2023 19:00 - 51 minutes - 35.5 MBMy Manchester United merger workout bet. https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
096: Carvana stock keeps going higher (and for good reasons)
July 12, 2023 18:00 - 54 minutes - 37.7 MBOwning versus renting a stock The great investors start with SEC filings Activision Blizzard news Carvana stock keeps going higher (and for good reasons) Ultra Processed People https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
095: Carvana is going to be fine
July 11, 2023 17:00 - 37 minutes - 25.9 MBPrime Day Activision Blizzard was a no-brainer Berkshire LNG Carvana is going to be fine Fake food https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
094: Mid-Year Portfolio Update
July 10, 2023 16:00 - 51 minutes - 35.6 MBWhy I bought and sold. Don't cut the flowers. https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
That Will Never Work by Marc Randolph | ADI Book Club 5
June 23, 2023 19:00 - 56 minutes - 39.1 MBThis 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/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts Spotify
That Will Never Work by Marc Randolph | ADI Book Club 6
June 23, 2023 19:00 - 57 minutes - 39.2 MBThis 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/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
That Will Never Work by Marc Randolph | ADI Book Club
June 23, 2023 19:00 - 57 minutes - 39.2 MBThis 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/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
093: Did Paramount Global Just Become A Special Situation?
May 28, 2023 05:00 - 1 hour - 44.2 MBJamie Dimon talks about offers. AI advertising and driverless Ubers. Paramount Global. Follow Jason on Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
092: Will Cardlytics Be a 1,000 Bagger? Interview with Austin Swanson
May 19, 2023 04:00 - 1 hour - 68.8 MBAustin 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/Swany407 Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
091: The Stupid Reason Why I Sold Paramount Global Stock
May 15, 2023 20:00 - 1 hour - 54.9 MBNetflix Paramount Global Scenarios Margin of Safety Berkshire Hathaway Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club 4
April 28, 2023 06:00 - 1 hour - 54.1 MBOn 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...
What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club
April 28, 2023 06:00 - 1 hour - 54.2 MBOn 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...
090: Fear and Greed In The Land of Merger Workouts
April 15, 2023 06:00 - 1 hour - 51.3 MBKindle 1,000 Bagger WWE Merger Workout Checklist Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
King of Capital by David Carey and John E. Morris | ADI Book Club 3
March 29, 2023 21:00 - 1 hour - 47.3 MBJason 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-2 Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel - https://www.youtube.com/c/KaranGurnani Personalize an experience The luxury hosp...
089: My New Investing Checklist
March 14, 2023 21:00 - 1 hour - 63.7 MBBank situation Amazon Givers and takers Simplified investing checklist Dillard's Buffett's letter Oil and Gas Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
088: Warner Brothers Discovery Stock Analysis with James Goodwin
March 06, 2023 19:00 - 1 hour - 61 MBTalking 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/FirmReturns Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
Influence Empire by Lulu Chen | ADI Book Club 2
March 06, 2023 19:00 - 50 minutes - 34.6 MBJason and Karan share what they learned from Influence Empire by Lulu Chen. Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851 Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel - https://www.youtube.com/c/KaranGurnani Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
One Up on Wall Street by Peter Lynch | ADI Book Club 1
February 06, 2023 19:00 - 1 hour - 48.9 MBJason 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/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel - https://www.youtube.com/c/KaranGurnani Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
087: Lessons Learned From Party City's Bankruptcy
January 20, 2023 18:00 - 1 hour - 41.4 MBMy story with Party City PE of 4 is meaningless if the E doesn't grow Be extremely careful around debt The moat was weaker than it appeared Not all debt is equal Distressed equity investing I look at portfolio debt Where 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 Personalize an experience The...
086: Paramount Global Stock: Low Risk, High Uncertainty
January 15, 2023 19:00 - 1 hour - 45.9 MBThe clone The business The price Low risk High uncertainty Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
085: How I Beat The Market In 2022
January 01, 2023 22:00 - 57 minutes - 39.8 MBHow I beat the market in 2022 and what I learned. Follow Jason on Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
084: The Most Important Investing Lesson I Learned This Year
December 24, 2022 06:00 - 57 minutes - 39.6 MBGenerac Amazon Aerojet Rocketdyne Reysas and Tav Airports Microsoft and Activision Blizzard Prosus Would you rush out to buy more? The most important lesson learned this year. Follow Jason on Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
083: My Munger-Inspired Bet on Reysas
December 03, 2022 20:00 - 1 hour - 55.4 MBCharlie Munger Reysas 5 Year Plans Staying Busy Value Line Follow Jason on Twitter - https://twitter.com/afterinvestor Read the blog - https://afterdinnerinvestor.com/ Contact Jason: [email protected] Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
082: Back Into Tencent and Alibaba + Something Is Happening With Reysas + Billionaire Basket Bet + Carvana Update
November 15, 2022 06:00 - 1 hour - 51.3 MBBack Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket Bet Carvana Update Carvana 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/afterinvestor Contact Jason: [email protected] Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
081: Investing In Turkey - An Interview With Yunus Tunçbilek
November 05, 2022 04:00 - 1 hour - 72.5 MBI'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/UCbsM...
080: 100 Bagger Real Life Case Study With Karan Gurnani
October 28, 2022 07:00 - 1 hour - 44.6 MBKaran 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/KaranGurnani Follow Karan on Twitter - https://twitter.com/KaranMGurnani F...
080: GameStop 100 Bagger Real Life Case Study With Karan Gurnani
October 28, 2022 07:00 - 1 hour - 44.9 MBKaran 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/KaranGurnani Follow Karan on Twitter - https://twitter.com/KaranMGurnani F...
079: Investing with Tom Interview: Alibaba Updates, Thor Deep Dive, and Seritage News
October 22, 2022 22:00 - 1 hour - 49.8 MBInvesting 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/InvestingwithTom The Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg Follow Investing with Tom on Twitter - https://twitter.com/tominvesting Follow Jason on Twitter - https://twitter.com/afterinvestor ADI Notebook - https://adinotebook.substack.com/ Contact Jason: contactafterdinnerinvestor@gmail....
078: Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil
October 13, 2022 05:00 - 1 hour - 49.9 MBWhy 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_pkZ...
Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil | ADI 78
October 13, 2022 05:00 - 1 hour - 49.7 MBWhy 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_pkZ...