Latest Charlie munger Podcast Episodes
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Macro investing, Crocs, Apple, Tencent, Prosus, and Alibaba | Tea Time 14
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 15, 2022 20:00 - 51 minutes ★★★★★ - 15 ratingsMacro investing Crocs Apple Tencent Prosus, and Alibaba Twitter - https://twitter.com/afterinvestor
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Seritage sale is going to happen, figured out Discovery, EBITDA is real, Peter Kaufman | Tea Time 13
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 13, 2022 00:00 - 1 hour ★★★★★ - 15 ratingsSeritage sale going to happen. Figured out Discovery. EBITDA is real Seritage news - http://ir.seritage.com/news/default.aspx CHRIS PAPPAS STEPS DOWN AS LUBY'S CEO - https://www.restaurantbusinessonline.com/leadership/chris-pappas-steps-down-lubys-ceo New York REIT Liquidating LLC - http://...
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Seritage sale is going to happen, figured out Discovery, EDIBTA is real, Peter Kaufman | Tea Time 13
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 13, 2022 00:00 - 1 hour ★★★★★ - 15 ratingsSeritage sale going to happen. Figured out Discovery. EDIBTA is real Seritage news - http://ir.seritage.com/news/default.aspx CHRIS PAPPAS STEPS DOWN AS LUBY'S CEO - https://www.restaurantbusinessonline.com/leadership/chris-pappas-steps-down-lubys-ceo New York REIT Liquidating LLC - http://...
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More Andrea Olshan Please, Coupang Tanks, Thor Industries Looks Interesting | Tea Time 12
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 11, 2022 06:00 - 39 minutes ★★★★★ - 15 ratingsMore Andrea Olshan Please Coupang Tanks Thor Industries Looks Interesting Former Sears Landlord Seritage Said to Consider a Sale - https://www.bloomberg.com/news/videos/2022-03-10/former-sears-landlord-seritage-said-to-consider-a-sale-video Coupang drops amid report firm is marketing 50M blo...
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The Likely Seritage Sale Price, Green Brick Partners Expands To Austin, Growing Bank | Tea Time 11
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 09, 2022 23:00 - 50 minutes ★★★★★ - 15 ratingsThe Likely Seritage Sale Price Green Brick Partners Expands To Austin Growing Bank Western Alliance Europe’s Food Delivery Stocks Are Appetizingly Cheap - https://www.wsj.com/articles/europes-food-delivery-stocks-are-appetizingly-cheap-11646387187 War in Ukraine Disrupts Ships Around the Gl...
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The Hardest Part Of Being A Value Investor, Pedevco Update | Tea Time 10
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 08, 2022 19:00 - 13 minutes ★★★★★ - 15 ratingsThe hardest part of being a value investor is when prices go up. Pedevco update. Wonderful business holding checklist - https://afterdinnerinvestor.com/wonderful-business-holding-checklist/ Pedevco presentation - https://www.pacificenergydevelopment.com/ped
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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 - March 07, 2022 21:00 - 56 minutes ★★★★★ - 15 ratingsThe 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 Mohn...
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062: How I Beat The Market In 2021 And My Investing System For 2022
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - February 26, 2022 20:00 - 1 hour ★★★★★ - 15 ratingsHow I beat the market in 2021. My investing system for 2022. More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor Personalize an ex...
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061: Interview with Jack Duffley About Real Estate Investing For Cash Flow
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - January 14, 2022 02:00 - 1 hour ★★★★★ - 15 ratingsFor episode 61 of the After Dinner Investor podcast we're lucky enough to be joined by the great Jack Duffley. Jack is a real estate attorney, real estate investor, value investor, and a great YouTuber. In this episode, I interview Jack about real estate investing, generating passive income from...
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060: Mohnish Pabrai Gives An Update On Reysas + Why I Sold Alibaba
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 26, 2021 20:00 - 1 hour ★★★★★ - 15 ratingsMohnish Pabrai gives update on Reysas. Mohnish shares why he sold Alibaba to buy Tencent through Prosus. Warren Buffett and Charlie Munger recommend 75% bets on cinches. Becoming a focus investor. Good vs extraordinary Passing on a Chinese PE of 1 Why I sold Alibaba and Naspers to buy more Prosu...
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059: Why I Made A 5% Bet On Pedevco
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 12, 2021 21:00 - 56 minutes ★★★★★ - 15 ratingsGood 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 rel...
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058: What We Can Learn From Ted Weschler's Perfect Investment in Dillard's
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 26, 2021 04:00 - 1 hour ★★★★★ - 15 ratingsTed 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/ Twit...
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057: Mohnish Pabrai Sells Alibaba + 13F Updates
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 13, 2021 20:00 - 59 minutes ★★★★★ - 15 ratingsWhy 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.s...
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056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 17, 2021 20:00 - 40 minutes ★★★★★ - 15 ratingsWhat 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-asse...
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055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 11, 2021 02:00 - 1 hour ★★★★★ - 15 ratingsADI 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:/...
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054: Cardlytics Is Not A No-Brainer
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 06, 2021 22:00 - 1 hour ★★★★★ - 15 ratingsHow 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-car...
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053: Why I Bought Reysas Logistics Stock (An Intense, Ferocious, and Shameless Mohnish Pabrai Clone)
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 24, 2021 06:00 - 1 hour ★★★★★ - 15 ratingsLessons 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...
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052: Closing In On A 20 Bagger
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 16, 2021 04:00 - 1 hour ★★★★★ - 15 ratingsWhat 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: ...
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051: Alibaba Stock Analysis With Investing With Tom
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 02, 2021 19:00 - 59 minutes ★★★★★ - 15 ratingsWho 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 cas...
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050: Alibaba Deep Dive
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 24, 2021 07:00 - 1 hour ★★★★★ - 15 ratingsWarren 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
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049: Portfolio Update For Q2 2021
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 05, 2021 21:00 - 59 minutes ★★★★★ - 15 ratingsPortfolio Update All Business. No Boundaries. Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL... Listen on: Apple Podcasts Spotify
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049: Portfolio Update For Q2 2021
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 05, 2021 21:00 - 59 minutes ★★★★★ - 15 ratingsPortfolio Update Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
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047: Evolving My Thinking On Seritage Growth Properties
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 26, 2021 21:00 - 1 hour ★★★★★ - 15 ratingsTopics: 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...
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046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 19, 2021 09:00 - 1 hour ★★★★★ - 15 ratingsDeciding 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...
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045: What I Learned About Green Brick Partners
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 01, 2021 03:00 - 53 minutes ★★★★★ - 15 ratingsGreen 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 - ...
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044: Why I Sold All My Stellantis Stock
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 22, 2021 10:00 - 1 hour ★★★★★ - 15 ratingsDiscovery 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 P...
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043: My Biggest Investing Mistake
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 17, 2021 00:00 - 54 minutes ★★★★★ - 15 ratingsSubscribe 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: Appl...
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042: Why Did Charlie Munger Buy Alibaba? - Part 1
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 07, 2021 23:00 - 47 minutes ★★★★★ - 15 ratingsSubscribe 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 hos...
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041: Portfolio Update For Q1 2021
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 04, 2021 07:00 - 1 hour ★★★★★ - 15 ratingsSubscribe 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
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040: Finally Found A Cloud Company
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - February 21, 2021 23:00 - 1 hour ★★★★★ - 15 ratingsSubscribe 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 Persona...
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