Seritage Spinoff, Stellantis PE of 3, Bought Coupang and Navios Maritime Partners | Tea Time 9

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

English - March 07, 2022 21:00 - 56 minutes - 39.1 MB - ★★★★★ - 15 ratings
Investing 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

Previous Episode: 062: How I Beat The Market In 2021 And My Investing System For 2022

Next Episode: The Hardest Part Of Being A Value Investor, Pedevco Update | Tea Time 10

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/oDMiWVRpMHg

Marine Money panel discussion: Dry Bulk Frenzy – How Long and How High? - https://youtu.be/mpudMsATfbk

Coupang Q4 2021 transcript - https://seekingalpha.com/article/4492380-coupang-inc-cpng-ceo-bom-kim-on-q4-2021-results-earnings-call-transcript

Navios Maritime Partners Q4 2021 transcript - https://seekingalpha.com/article/4488180-navios-maritime-partners-l-p-nmm-ceo-angeliki-frangou-on-q4-2021-results-earnings-call

Navios Maritime Partners Q4 2021 presentation - https://seekingalpha.com/article/4488407-navios-maritime-partners-l-p-2021-q4-results-earnings-call-presentation