After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
162 episodes - English - Latest episode: 7 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
059: Why I Made A 5% Bet On Pedevco
December 12, 2021 21:00 - 56 minutes - 38.8 MBGood feedback on article. About Pedevco. Cloning Kukes. Enterprise value versus PV-10. Business strategy. How do I lose money? When to sell? Saying Good Riddance To The Things That Don't Matter - https://afterdinnerinvestor.substack.com/p/saying-good-riddance-to-the-things Pedevco investor relations - https://www.pedevco.com/ped More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhh...
058: What We Can Learn From Ted Weschler's Perfect Investment in Dillard's
November 26, 2021 04:00 - 1 hour - 42.3 MBTed Weschler’s perfect investment in Dillard's Comparing Qurate Retail to Dillard's The Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investment) - https://afterdinnerinvestor.com/the-perfect-investments-are-asymmetric-bets-like-ted-weschlers-dillards-investment/ Twitter - https://twitter.com/afterinvestor The 26 Supper Club - https://www.facebook.com/groups/the26supperclub/ Happy Thanksgiving More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - htt...
057: Mohnish Pabrai Sells Alibaba + 13F Updates
November 13, 2021 20:00 - 59 minutes - 40.6 MBWhy did Mohnish Pabrai sell Alibaba? Seth Klarman 13F David Abrams 13F Ring Energy Update Show Update Cable Cowboy: John Malone and the Rise of the Modern Cable Business - https://amzn.to/3bWUYzF More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: ...
056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent?
October 17, 2021 20:00 - 40 minutes - 27.6 MBWhat if your holdings went down by 50%? The Prosus NAV discount. Why I sold half my Ring Energy stake. Half-Eaten Pizzas. Resources: Prosus Shareholder Information - https://www.prosus.com/news/investors-shareholder-information/ Prosus Net Asset Value - https://www.prosus.com/news/net-asset-value/ Naspers Shareholder Information - https://www.naspers.com/news/investors-shareholder-information/ Naspers Net Asset Value - https://www.naspers.com/news/net-asset-value/ More ADI: Blog - ...
055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update
October 11, 2021 02:00 - 1 hour - 59.2 MBADI update. Charlie Munger bought more Alibaba. Why I bought Prosus and Naspers. Value stocks versus wonderful businesses. Warren Buffett 1950s impression. How I plan to decide when to sell Ring Energy. Pineapple personality. Resources: 10 Ways To Become A Better Value Investor - https://afterdinnerinvestor.com/10-ways-to-become-a-better-value-investor/ Charlie Munger’s Firm Doubled Down on Its Alibaba Investment - https://www.barrons.com/articles/charlie-munger-alibaba-stock-51633...
054: Cardlytics Is Not A No-Brainer
September 06, 2021 22:00 - 1 hour - 44.5 MBHow I found Cardlytics. The business. The valuation. My judgement. ADI content update. Resources: Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQ Clifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocks Cardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611c More ADI: Blog - https://afterdinnerinves...
053: Why I Bought Reysas Logistics Stock (An Intense, Ferocious, and Shameless Mohnish Pabrai Clone)
August 24, 2021 06:00 - 1 hour - 46.1 MBLessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William Green Why I bought Reysas Logistics The game plan for Reysas from here Staying in the fight when stock price go down Coffee canning Alibaba Cloning Li Lu on Pinduoduo Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
052: Closing In On A 20 Bagger
August 16, 2021 04:00 - 1 hour - 66.4 MBWhat I'm reading: Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnF Common Stocks and Uncommon Profits - https://amzn.to/3so30cu Topics: Reysas Logistics Alibaba Change Healthcare Cardlytics Prosus/Naspers/Tencent Howard Hughes Corp Micron Technology Resources: ADI Newsletter - https://afterdinnerinvestor.substack.com Punch Card Investing episode 18 - https://youtu.be/E-S3GZUBLG4 Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQ Clifford ...
051: Alibaba Stock Analysis With Investing With Tom
August 02, 2021 19:00 - 59 minutes - 40.7 MBWho is Investing With Tom? Tom's background with Alibaba. Cloning Charlie Munger and Mohnish Pabrai. The size of our Alibaba bets. Looking at Alibaba's businesses and moat. Analyzing Alibaba's competition. How Ant Group and Alipay factor into the Alibaba investment. Alibaba discounted cash flow and margin of safety analysis. Any concerns about regulation? The runway and what the plan is here. Investing With Tom YouTube Channel - https://www.youtube.com/c/InvestingwithTom The Inves...
050: Alibaba Deep Dive
July 24, 2021 07:00 - 1 hour - 68.3 MBWarren Buffett wisdom from the 1970s. Covid update. Alibaba deep dive. Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
049: Portfolio Update For Q2 2021
July 05, 2021 21:00 - 59 minutes - 40.7 MBPortfolio Update Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
049: Portfolio Update For Q2 2021
July 05, 2021 21:00 - 59 minutes - 40.7 MBPortfolio Update All Business. No Boundaries. Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts Spotify
047: Evolving My Thinking On Seritage Growth Properties
June 26, 2021 21:00 - 1 hour - 58.3 MBTopics: What I've learned so far about Alibaba. Cash allocation update. Keeping an eye on oil service companies. Seritage CEO speaks. More thoughts on Seritage and a quote from Mohnish. Peter Theil and Ted Weschler. Why I deleted my Twitter account. What I'm reading: Buffett: The Making of an American Capitalist by Roger Lowenstein - https://amzn.to/2TaC1Uv References: Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsC Jack Ma’s Ant in Talks to Share Data Trove With ...
046: Deciding Not To Clone Seth Klarman On Intel
June 19, 2021 09:00 - 1 hour - 63.6 MBDeciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International. Updating my cash strategy. Ring Energy update. Alibaba deep dive coming. Covid update. From this episode: Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwag My interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437 How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-2...
045: What I Learned About Green Brick Partners
June 01, 2021 03:00 - 53 minutes - 36.8 MBGreen Brick Partners update My job as an investor Call it HBO Max New item added to the checklist (always clone) My vision for Warner Media Discovery - https://afterdinnerinvestor.substack.com/p/my-vision-for-warner-media-discovery Yet Another Value Blog on Discovery Warner Media merger - https://yetanothervalueblog.substack.com/p/some-final-disca-t-ramblings-dont Newsletter - https://afterdinnerinvestor.substack.com YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg T...
044: Why I Sold All My Stellantis Stock
May 22, 2021 10:00 - 1 hour - 45.7 MBDiscovery Merger Update Bought Green Brick Partners 13F Reviews Why I Sold Stellantis Corona Update ADI Update Scuttlebutt Newsletter - https://afterdinnerinvestor.substack.com YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg 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
043: My Biggest Investing Mistake
May 17, 2021 00:00 - 54 minutes - 37.2 MBSubscribe to the newsletter - https://afterdinnerinvestor.substack.com My biggest mistake Ring Energy update Alibaba update When to sell a wonderful business checklist Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
042: Why Did Charlie Munger Buy Alibaba? - Part 1
April 07, 2021 23:00 - 47 minutes - 32.8 MBSubscribe to the newsletter - https://afterdinnerinvestor.substack.com Charlie Munger bought Alibaba. Let's find out why. Initial thoughts about Alibaba. I bought Alibaba and made a 5% bet. Questions I need to answer to determine if I should buy more. Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
041: Portfolio Update For Q1 2021
April 04, 2021 07:00 - 1 hour - 67.4 MBSubscribe to the newsletter - https://afterdinnerinvestor.substack.com In this episode: Q1 Portfolio Update Scuttlebutt on Twitter Covid Variants Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
040: Finally Found A Cloud Company
February 21, 2021 23:00 - 1 hour - 48.1 MBSubscribe to the newsletter - https://afterdinnerinvestor.substack.com In this episode: Vaccine update How bad weather changed me Examining why I'm up 100% on Discovery What companies I cloned from the Q4 2020 13F's Oracle looks like a heads I win, tails I don't lose much situation Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
039: What I learned from the GameStop situation
February 07, 2021 07:00 - 1 hour - 60.2 MBSubscribe to the newsletter - https://afterdinnerinvestor.substack.com In this episode: What I learned from the GameStop situation New Mohnish Pabrai Q&A Changing the way I clone My investment in Shinoken Ring Energy, Seritage, and Discovery updates Scuttlebutt on Twitter Berkshire Hathaway possible investment reveal soon Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
038: Staying Cool In A Tesla Bitcoin World
December 21, 2020 02:00 - 1 hour - 50.6 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ 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 show on Twitter - https://twitter.com/afterinvestor All...
038: Staying Cool In A Tesla Bitcoin World
December 21, 2020 02:00 - 1 hour - 50.6 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ 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 show on Twitter - https://twitter.com/afterinvestor Per...
037: Why The Buy/Sell Page Makes Me Be A Better Investor
December 17, 2020 08:00 - 27 minutes - 18.6 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ 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/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcast...
036: Never Sell A Wonderful Business
December 05, 2020 05:00 - 58 minutes - 40 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ 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. Investing isn't about falling in love. Uninvestable...
035: Portfolio Update For Q3 2020
October 14, 2020 19:00 - 52 minutes - 36.2 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ News About The After Dinner Investor Library Third Quarter Portfolio Update ADI Library YouTube - YouTube ADI Library Podcast - Apple Podcast Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
034: Seeking A Multi-Bagger With Suncor Energy
October 06, 2020 06:00 - 1 hour - 65.1 MBYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ 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 Energy Annual Reports - Suncor Energy Personali...
033: Flipping Through The Japan Company Handbook Like Warren Buffett
September 26, 2020 22:00 - 51 minutes - 35.6 MBSeritage 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-warren-buffett-sees-in-japan-inc Mohnish Pabrai on How Biases Lead to Investment Mistakes - https://moiglobal.com/mohnish-pabrai-2017/ Personal...
032: Why I Invested In Discovery At $23
September 09, 2020 05:00 - 1 hour - 45.8 MBOn 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 by Warren E. Buffett - https://www8.gsb.columbia.edu/sites/valueinvesting/files/files/Buffett1984.pdf Scuttlebutt - https://afterdinnerinvestor....
031: Book Value Can Sometimes Be Your Margin Of Safety
August 29, 2020 03:00 - 31 minutes - 21.3 MBFlotek 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 Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
030: Thou Shall Be A Shameless Cloner (13F Review - Q2 2020)
August 22, 2020 05:00 - 1 hour - 44.1 MBThis 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 Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
029: Doing Something I've Never Done Before
August 10, 2020 05:00 - 1 hour - 46.1 MBThis 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 Watch Tom's video about Mohnish Pabrai buying Seritage stock - https://youtu.be/3DBWvTOEw9A Mohnish Pabrai talking Seritage in Barron's in 2017 - ...
028: Investing For Kodak Moments
August 06, 2020 04:00 - 55 minutes - 38.2 MBJason 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 smart, managed risk way. Twitter - https://twitter.com/AfterInvestor Website - https://afterdinnerinvestor.com/ Personalize an experience The luxur...
027: We're All Macro Investors Now
July 03, 2020 03:00 - 1 hour - 42.6 MBThis 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'...
026: Growing Pies Only Please!
April 29, 2020 07:00 - 53 minutes - 36.6 MBThis 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 investments. He also talks about Francis Chou and the new 13F Cloning page on the After Dinner Investor website. How Sweden Has Faced the Virus Without ...
025: Schmitt Industries Is Basically Selling For Net Cash
April 17, 2020 22:00 - 38 minutes - 26.5 MBHi 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 operating businesses. Follow Jason - https://twitter.com/AfterInvestor Schmitt Industries Annual Shareholder's Meeting Presentation - https://www.sec....
024: Notes From The Bunker - Investing During The Coronavirus Crisis
April 07, 2020 20:00 - 50 minutes - 34.8 MBThis 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/AfterInvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
023: Lessons Learned From Tesla's Stock Eruption And Reading About Billionaire Jim Simons
February 24, 2020 16:00 - 44 minutes - 30.7 MBThis 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 The Market. Thanks for listening! Please share the show with friends and leave us a rating or review. The Man Who Solved the Market by Gregory Zu...
022: Three Things Warren Buffett Taught Me In 2019
January 25, 2020 01:00 - 1 hour - 47.6 MBWelcome 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, falling in love again with the oil and gas business, and he finishes up the episode with some weird talk about personality types. The Secretive Compan...
021: Annual Performance In 2019 And Portfolio Review
January 10, 2020 19:00 - 1 hour - 46.4 MBThis 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, and from here on out the main focus will be on the growers. Peter Lynch Turned His Wife’s Retirement Account Into $11 Million - https://afterdinne...
020: Scuttlebutt - TikTok + New Mexico Oil + New Investor To Follow + Gulfport Energy news
November 10, 2019 23:00 - 1 hour - 51.7 MBWelcome 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://twitter.com/AfterInvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple...
019: Fiat Chrysler Merger Special Dividend + The Price Of GrafTech
November 05, 2019 18:00 - 58 minutes - 40.3 MBWelcome 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/interview-for-graham-doddsville-newsletter-columbia-business-school ADI portfolio - https://afterdinnerinvestor.com/portfolio/ Follow the show -...
018: I Purchased Ring Energy Stock At $1.60
October 08, 2019 02:00 - 1 hour - 46.3 MBHi 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/AfterInvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
017: Ring Energy Looks Like A No-Brainer
September 11, 2019 05:00 - 35 minutes - 24.4 MBUpdate - 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 Energy and he'll also finish breaking down a recent investment in GrafTech International. Thanks for listening! Please share the show with friends, ...
016: Why Did Mohnish Pabrai Buy GrafTech? - Part 1
August 29, 2019 05:00 - 1 hour - 45.5 MBWhy 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 they're using in today's graphite electrode market. We'll also talk about electric arc furnace steel and petroleum needle coke. And then on the next...
015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai's 13F
August 18, 2019 00:00 - 48 minutes - 33.2 MBThis 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 through Saturdays. Thanks for listening! Please share with friends and colleagues. And please leave us a rating on Apple Podcasts because it hel...
015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai's 13F
August 18, 2019 00:00 - 48 minutes - 33.2 MBThis 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 through Saturdays. Thanks for listening! Please share with friends and colleagues. And please leave us a rating on Apple Podcasts because it hel...
014: Are You Ready For The Pain?
August 08, 2019 04:00 - 55 minutes - 38.3 MBHi 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 comes next. Then Jason shares some updates on Party City, Fiat Chrysler, Gulfport Energy, and Apple. And he closes the episode sharing three companie...
013: Investing in Gulfport Energy
July 20, 2019 03:00 - 1 hour - 70.5 MBOn 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 does, how he found Gulfport, and why he's making the investment. Jason also covers some scuttlebutt articles about the natural gas industry. T...
012: More Wisdom From Mohnish Pabrai + 13F Reviews + Party City and Fiat Chrysler Updates
May 30, 2019 04:00 - 54 minutes - 37.5 MBHi, 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 with Renault, and then Jason explains why he bought more Fiat Chrysler in the After Dinner Investor portfolio. And then we close the show with a gre...