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
011: Bought More FCAU And PRTY + 2 New Watchlist Stocks + Peak Charlie Munger
May 08, 2019 18:00 - 56 minutes - 39.1 MBHi everyone, welcome back to the After Dinner Investing podcast. This week Jason explains why he bought more Fiat Chrysler and Party City. He introduces two new watchlist stocks, EVI Industries and RF Industries. And he shares some interesting stories in the Scuttlebutt, including an epic Charlie Munger interview with The Wall Street Journal. Thanks for listening, thanks for sharing. FCA Q1 2019 Results - Fiat Chrysler EVI Industries Sets Records for Revenues and Gross Profit During the S...
010: How To Find 100 Baggers
March 31, 2019 05:00 - 1 hour - 43.2 MBThis week on the After Dinner Investing podcast, we talk about how to find 100 bagger investments. Jason breaks down what he learned from a Mohnish Pabrai talk on 10 to 100 bagger investments and also the book 100 Baggers by Christopher Mayer. And then Jason finishes the episode giving an example of a stock that recently went up 10 times and showed some of the characteristics that he covered in this episode. Thanks for listening, thanks for sharing! Mohnish Pabrai's 10 to 100 Bagger Lectur...
009: Breaking Down The Synchrony Financial Investment
March 06, 2019 06:00 - 1 hour - 52.8 MBWelcome back to the After Dinner Investing podcast! This week we're breaking down the investment in Synchrony Financial, we cover updates on Fiat Chrysler and Party City, we talk about Mohnish Pabrai's investment in Micron Technology and Harold Hamm's $39 million dollar purchase of additional Continental Resources shares, and we finish up with some scuttlebutt. Thanks for listening, thanks for sharing! We Are Up 28% So Far On Synchrony Financial - https://afterdinnerinvestor.com/up-28-per...
008: Warren Buffett Private Company Investment Case Study
January 14, 2019 06:00 - 45 minutes - 31.1 MBIn 1959, Warren Buffett made a personal investment in a private company called Mid-Continent Tab Card Company. He put in 20% of his net worth into this company and received a 16% share. Buffett held on to this investment for 18 years and the compounded annual return was 33%, so this was well-over a 100 bagger investment for Buffett. I learned about this investment by watching a 2008 talk that Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life," gave to the Dar...
007: Introducing The Scuttlebutt
January 08, 2019 05:00 - 48 minutes - 33.2 MBHi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about his new year's resolution, and then he dives into some scuttlebutt topics. Thanks for sharing and enjoy! After Dinner Investor YouTube Channel - YouTube New Office Hours Aim for Well Rested, More Productive Workers - The New York Times Wielding Rocks and Knives, Arizonans Attack Self-Driving Cars - The New York Times After Dinner Investor Portfolio - After Dinner Investor The David Rubenstein ...
007: Introducing The Scuttlebutt
January 08, 2019 05:00 - 48 minutes - 33.2 MBHi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about his new year's resolution, and then he dives into some scuttlebutt topics. Thanks for sharing and enjoy! After Dinner Investor YouTube Channel - YouTube New Office Hours Aim for Well Rested, More Productive Workers - The New York Times Wielding Rocks and Knives, Arizonans Attack Self-Driving Cars - The New York Times After Dinner Investor Portfolio - After Dinner Investor The David Rubenstein ...
006: My Investing Checklist
December 24, 2018 03:00 - 53 minutes - 36.5 MBHi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about why using an investing checklist is so important, and he goes through his current investing checklist. Enjoy! Thanks for listening and sharing. The Checklist Manifesto - Amazon Jason's Investment Checklist - After Dinner Investor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
005: Is the market crashing? Is this the great depression 2.0?
December 19, 2018 04:00 - 59 minutes - 40.6 MBHi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason shares some great news about the show, he talks about the market madness lately and how ridiculous it is to compare this month to the Great Depression. Then he shares a personal mental model he lives by, which is structuring your life like Berkshire Hathaway, and he covers how much cash he plans to keep in the After Dinner Investor portfolio. And the show closes with some Google and Apple talk and some resourc...
004: $50,000 I Don't Need + New Mohnish Pabrai Nuggets + Fiat Chrysler Talk
December 04, 2018 04:00 - 49 minutes - 34.2 MBToday Jason starts off wondering how anyone could possibly be a bad investor given how much information Charlie Munger, Warren Buffett, and Mohnish Pabrai have shared. Then he goes over some interesting insights Mohnish shared during the Q&A section of his recent Morningstar India talk (including commandment number eleven). And Jason closes the show by introducing the After Dinner Investor portfolio and some Fiat Chrysler talk. Mohnish Pabrai at Annual Morningstar India Conference - YouTube...
003: Investing In Party City Stock
November 05, 2018 06:00 - 44 minutes - 30.7 MBWelcome back to the After Dinner Investing Podcast! Today Jason starts off talking about something interesting he heard Warren Buffett say during the 1995 shareholder meeting. Then Jason talks about the A.H. Belo Corporation. And he finished the episode talking about his decision to invest in Party City. Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes. Personalize an experience The luxury hospitality space depends on the ...
002: New Mohnish Pabrai Talk + Japanese Stocks Update + 5 Companies I'm Looking At
October 15, 2018 05:00 - 37 minutes - 25.8 MBWelcome back to the After Dinner Investing Podcast! On today's show Jason starts off talking about Mohnish Pabrai's new talk, the "Ten Commandments of Investment Management," then Jason gives an update on how his Japanese stock basket is coming along, and then he closes out the show by talking about five companies that look cheap that he'll be doing further research on. Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes. Te...
001: Introduction To The Show And A Japan Construction Company No-Brainer
October 07, 2018 05:00 - 35 minutes - 24.6 MBOn today's show, the first ever episode of the After Dinner Investing podcast, Jason introduces himself, talks about his investing heroes, explains what to expect on this podcast, and then talks about a Japanese construction company that is selling for less than net cash. Thanks for listening and please leave us a review and rating on iTunes and share the show with your friends and colleagues. Mohnish Pabrai's lecture on the "The Quest for 10-100 Baggers" - https://www.youtube.com/watch?v...