087: Lessons Learned From Party City's Bankruptcy
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
English - January 20, 2023 18:00 - 1 hour - 41.4 MB - ★★★★★ - 15 ratingsInvesting Business Management value investing mohnish pabrai warren buffett charlie munger investing stocks stock market Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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My 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?
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