Latest Charlie munger Podcast Episodes
068: Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish Stocks
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 27, 2022 21:00 - 44 minutes ★★★★★ - 15 ratingsIntel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish Stocks Rothman Report for Prosus - https://rrprx.substack.com/ Twitter - https://twitter.com/afterinvestor 0:00 Intro 20:45 Prosus Buybacks 23:20 Intel Special Situation 29:20 Alphabet's Earnings 37:52 2 New Turkish ...
067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 20, 2022 19:00 - 1 hour ★★★★★ - 15 ratingsShould I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental? 0:00 Intro 3:15 Why I'm back 22:00 Carvana 31:00 Buffett Occidental 40:00 Ring Energy aquisition 56:50 Wonderful businesses 1:02:00 Rothman Report 1:10:00 Prosus Rothman Report for Prosus - https://rrprx.substack.c...
066: Prosus Selling Tencent To Fund Buybacks Is A Masterstroke
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 02, 2022 21:00 - 1 hour ★★★★★ - 15 ratingsWhy I like that Prosus management is selling Tencent stock to fund Prosus buybacks. How learning from Li Lu helped me handle Ring Energy's recent stock price drop. https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to reta...
065: Complete Information and Accurate Information
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 27, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsWould Li Lu hire me as an investment analyst? Complete information and accurate information. Buffett and Munger solved investing. Howard Marks sees opportunities. General Motors and Cruise. Ring, Pedevco, and Continental. Studying Alphabet's past results. https://twitter.com/afterinvestor...
064: Using Leverage To Buy A Merger Workout
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 21, 2022 03:00 - 44 minutes ★★★★★ - 15 ratingsCloning Warren Buffett on Activision Blizzard. 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
063: Moving Back To Omaha And Why I Invested in Carvana
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 08, 2022 22:00 - 1 hour ★★★★★ - 15 ratingsMoving back to Omaha like Warren Buffett Mission statement Why I made a 10% bet on Carvana https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
063: Moving Back To Omaha And Why I Invested in Carvana
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 08, 2022 22:00 - 1 hour ★★★★★ - 15 ratingsMoving back to Omaha like Warren Buffett Mission statement Why I made a 10% bet on Carvana 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
What I learned from Ted Weschler and Guy Spier last week, Abrams adds more Coupang | Tea Time 38
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 14, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsWhat I learned from Ted Weschler and Guy Spier last week, Abrams adds more Coupang https://twitter.com/afterinvestor 0:00 Intro 3:20 Davis Abrams 14:08 Inverted tax loss harvesting 36:10 Ted Weschler 53:05 Guy Spier
How much Carvana stock should I buy? | Tea Time 37
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 12, 2022 20:00 - 42 minutes ★★★★★ - 15 ratingsHow much Carvana stock should I buy? https://twitter.com/afterinvestor
Why I sold 100% of my Prosus stock, bought Alibaba | Tea Time 36
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 10, 2022 04:00 - 1 hour ★★★★★ - 15 ratingsWhy I sold 100% of my Prosus stock, bought Alibaba https://twitter.com/afterinvestor 3:09 Book recommendation 5:15 Party City 17:40 Porche 27:27 Prosus, Alibaba, Alphabet
Wonderful business at a fair price, 15% position | Tea Time 35
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 30, 2022 05:00 - 1 hour ★★★★★ - 15 ratingsWonderful business at a fair price, 15% position https://twitter.com/afterinvestor 0:00 Intro 8:10 Twitter 13:45 Google
Will Reysas Logistics be my 150 bagger? | Tea Time 34
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 23, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsWill Reysas Logistics be my 150 bagger? Mohnish Pabrai's interview with Doctors Investing Group - https://youtu.be/0SbspUlZW8A https://twitter.com/afterinvestor 0:00 Intro 3:00 Cloning 8:20 Reysas 1:12:00 Allocation
Warren Buffett Charlie Rose interview, Tencent and Alibaba | Tea Time 33
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 15, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsWarren Buffett Charlie Rose interview, Tencent and Alibaba https://twitter.com/afterinvestor 0:00 Intro 8:48 Mortgage rates 15:44 Tencent and Alibaba 36:50 Twitter poll 49:25 Warren Buffett interview 1:12:15 My style of investing
Is inflation good for Reysas Logistics? Working on a 26 bagger | Tea Time 32
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 13, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsIs inflation good for Reysas Logistics? Working on a 26 bagger https://twitter.com/afterinvestor 0:00 Intro 4:10 Reysas and inflation 57:47 Reysas insider buying 1:02:36 26 Bagger
Munger sells Alibaba, Did Munger buy Tencent, Why I bought HP like Warren Buffett | Tea Time 31
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 11, 2022 21:00 - 58 minutes ★★★★★ - 15 ratingsMunger sells Alibaba, Did Munger buy Tencent, Why I bought HP like Warren Buffett Twitter - https://twitter.com/afterinvestor 0:00 Intro 4:25 Twitter 25:40 Alibaba 43:15 HP
Party City: Too Much Debt or Multi-Bagger Situation? | Saturday Tea
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 09, 2022 19:00 - 54 minutes ★★★★★ - 15 ratingsParty City: Too Much Debt or Multi-Bagger Situation? Twitter - https://twitter.com/afterinvestor
Should I clone Warren Buffett on HP? Thor insider buying | Tea Time 30
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 08, 2022 22:00 - 31 minutes ★★★★★ - 15 ratingsShould I clone Warren Buffett on HP? Thor insider buying Twitter - https://twitter.com/afterinvestor 0:00 Intro 3:23 Cloning Buffett on HP 30:17 Thor
Why did Warren Buffett buy 11% of HP? Berkshire Hathaway 13F, GRBK insider buying | Tea Time 29
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 07, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsWhy did Warren Buffett buy 11% of HP? Berkshire Hathaway 13F, Green Brick insider buying Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:28 Green Brick Partners 7:55 Food Delivery Business 16:26 Warren Buffett Buys HP 52:12 Berkshire Hathaway 13F
Prosus' food delivery losses versus the Tencent profits, Mohnish's 2020 and 2021 13Fs | Tea Time 28
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 05, 2022 22:00 - 1 hour ★★★★★ - 15 ratingsProsus' food delivery losses versus the Tencent profits, Mohnish Pabrai's 2020 and 2021 13Fs Twitter - https://twitter.com/afterinvestor 0:00 Intro 3:50 Green Brick Partners 10:40 Banks 19:25 Prosus 54:25 Mohnish Pabrai 13F
Green Brick Partners' has the perfect CEO, portfolio update, Elon Musk buys Twitter | Tea Time 27
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 04, 2022 21:00 - 1 hour ★★★★★ - 15 ratingsGreen Brick Partners' has the perfect CEO, portfolio update, Elon Musk buys Twitter Twitter - https://twitter.com/afterinvestor
Prosus is so cheap, Greenbrick Partners' hidden value, spinoffs | Tea Time 26
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 31, 2022 21:00 - 54 minutes ★★★★★ - 15 ratingsProsus is so cheap, Greenbrick Partners' hidden value, spinoffs https://twitter.com/afterinvestor 0:00 Intro 4:06 Prosus 33:00 Greenbrick Partners 50:20 Spinoffs
Looking into Prosus' businesses, Landsea Homes, consistent earnings | Tea Time 25
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 30, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsLooking into Prosus' businesses, Landsea Homes, consistent earnings Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:50 Prosus 9:20 Landsea Homes 42:00 Consistent Earnings 45:11 News
Is Apple overpriced by a lot, looking at Li Lu's 2021, Charlie Munger news | Tea Time 24
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 29, 2022 05:00 - 54 minutes ★★★★★ - 15 ratingsIs Apple overpriced by a lot? Looking at Li Lu's 2021. Charlie Munger news. Twitter - https://twitter.com/afterinvestor 2:17 Apple 17:50 Why Companies Make Money 24:55 Insider Buying 36:38 Li Lu 42:00 News
Chinese stocks will never be this cheap again, focus investing, wonderful businesses | Tea Time 23
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 26, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsChinese stocks will never be this cheap again, focus investing, wonderful businesses Twitter - https://twitter.com/afterinvestor 0:00 Intro 5:30 Focusing on 100 stocks 25:50 Reviewing my portfolio 58:10 Characteristics of wonderful businesses 1:11:30 Chinese stocks are cheap
Reysas Insider Buying, Tencent's Q4 Earnings, Cloning Guy Spier | Tea Time 22
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 25, 2022 05:00 - 1 hour ★★★★★ - 15 ratingsReysas Insider Buying , Tencent's Q4 Earnings, Cloning Guy Spier Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:20 My new value investing system 9:00 Insider buying at Reysas 27:30 Tencent's Q4 Earnings 57:00 Guy Spier 13F 1:06:16 News
Looked into Kodak, setting the menu | Tea Time 21
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 23, 2022 21:00 - 11 minutes ★★★★★ - 15 ratingsLooked into Kodak Setting the menu Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:15 Kodak 3:45 Setting the menu
Oil at $200, Floor & Decor, Crocs CEO, 13F's, Joel Greenblatt then Berkshire book | Tea Time 19
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 21, 2022 22:00 - 1 hour ★★★★★ - 15 ratingsOil at $200, Floor & Decor, Crocs CEO, 13F's, Joel Greenblatt then Berkshire book. Twitter - https://twitter.com/afterinvestor 0:00 Intro 2:45 Oil 32:05 Crocs 38:00 Floor & Decor
Comparing Ring Energy To Occidental Petroleum, Floor & Decor, Crocs Insider Buying | Tea Time 18
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 19, 2022 04:00 - 52 minutes ★★★★★ - 15 ratingsComparing Ring Energy To Occidental Petroleum Floor & Decor Crocs Insider Buying Twitter - https://twitter.com/afterinvestor
Warren Buffett Buys More Occidental Petroleum, Ring Energy Earnings | Tea Time 17
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 17, 2022 21:00 - 42 minutes ★★★★★ - 15 ratingsWarren Buffett Buys More Occidental Petroleum Ring Energy Earnings Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6% - https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982 Ring Energy Q4 2021 and full year earnings press re...
Historic day for Alibaba, Tencent, and Prosus! Wrote off Floor & Decor too quickly | Tea Time 16
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 16, 2022 22:00 - 35 minutes ★★★★★ - 15 ratingsHistoric day for Alibaba, Tencent, and Prosus! Seritage update. Wrote off Floor & Decor too quickly. How I look up to Warren Buffett. Twitter - https://twitter.com/afterinvestor
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