Latest Charlie munger Podcast Episodes
039: What I learned from the GameStop situation
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - February 07, 2021 07:00 - 1 hour ★★★★★ - 15 ratingsSubscribe 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 Hatha...
038: Staying Cool In A Tesla Bitcoin World
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 21, 2020 02:00 - 1 hour ★★★★★ - 15 ratingsYou'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 B...
038: Staying Cool In A Tesla Bitcoin World
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 21, 2020 02:00 - 1 hour ★★★★★ - 15 ratingsYou'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 B...
037: Why The Buy/Sell Page Makes Me Be A Better Investor
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 17, 2020 08:00 - 27 minutes ★★★★★ - 15 ratingsYou'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/conta...
Keep A Notebook Of Stories Like Peter Lynch
After Dinner Investor's Library - December 08, 2020 03:00 - 21 minutes ★★★★★ - 1 ratingYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ Beating The Street by Peter Lynch: Chapter 5 Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD Notes: -Investigative reporter -Notebook of stories -How I plan to use my n...
036: Never Sell A Wonderful Business
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 05, 2020 05:00 - 58 minutes ★★★★★ - 15 ratingsYou'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 ...
Bloodhound Style Investing
After Dinner Investor's Library - November 11, 2020 04:00 - 27 minutes ★★★★★ - 1 ratingYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ Beating The Street by Peter Lynch: Chapter 4 Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD In this episode we learn: What Peter Lynch's investing style was. What bloo...
Peter Lynch On Bonds
After Dinner Investor's Library - November 03, 2020 06:00 - 19 minutes ★★★★★ - 1 ratingYou're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ Beating The Street by Peter Lynch: Chapter 3 Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD In this episode we learn: Why stocks are better than bonds. How to decide h...
Figuring Out A Secret Weapon Warren Buffett Has That Other Investors Don't
After Dinner Investor's Library - October 22, 2020 07:00 - 21 minutes ★★★★★ - 1 ratingBeating The Street by Peter Lynch: Chapter 2 Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD In this episode we learn: The key to making money in stocks is not to get scared out of them. The dumb things investors worried about in 1986. What the Even Bigge...
Peter Lynch's Rule of 5 When Investing In Growth Companies
After Dinner Investor's Library - October 21, 2020 01:00 - 26 minutes ★★★★★ - 1 ratingBeating The Street by Peter Lynch: Chapter 1 Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD In this episode we learn: Peter Lynch, in retirement, is a nonprofessional, just like us. How 7th graders crushed the market. That the majority of NAIC investment...
The Stomach Determines The Fate Of The Stockpicker - Peter Lynch
After Dinner Investor's Library - October 17, 2020 07:00 - 34 minutes ★★★★★ - 1 ratingBeating The Street by Peter Lynch: Preface To The Paperback and Introduction Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD In this episode we learn: Why Peter Lynch is not the Bath Ruth of investing. Why individual investors should not imitate professio...
035: Portfolio Update For Q3 2020
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 14, 2020 19:00 - 52 minutes ★★★★★ - 15 ratingsYou'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 o...
Why Peter Lynch Walked Away At 46
After Dinner Investor's Library - October 12, 2020 05:00 - 23 minutes ★★★★★ - 1 ratingBeating The Street by Peter Lynch: Preface Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupD Welcome to the After Dinner Investor Library where we read books and become better investors. Today's episode covers the preface of Peter Lynch's Beating The Street....
034: Seeking A Multi-Bagger With Suncor Energy
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 06, 2020 06:00 - 1 hour ★★★★★ - 15 ratingsYou'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 ...
The Yearly Portfolio Mental Model
Becoming Investors - October 06, 2020 04:00 - 42 minutesCarlos shares the concept of "yearly portfolios," a mental model that he developed to help him overcome psychological blocks with with investing
033: Flipping Through The Japan Company Handbook Like Warren Buffett
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 26, 2020 22:00 - 51 minutes ★★★★★ - 15 ratingsSeritage 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 I...
How bright is Intel's future?
Becoming Investors - September 22, 2020 04:00 - 40 minutesPart two of our discussion on Intel (INTC). Intel is positioning itself to become a major player in emerging technologies such as self-driving cars, 5G, and IoT (Internet of Things). We discuss how likely we think their goals are to pan out, and how this affects the company's future. Then we div...
Intel- 50 years at the cutting edge
Becoming Investors - September 15, 2020 04:00 - 30 minutesIntel (INTC) has been a leading technology company for over 50 years. Aaron joins us to discuss Intel's impressive past, Moore's Law, and what the news about 7nm delays that caused the price to tank really means.
032: Why I Invested In Discovery At $23
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 09, 2020 05:00 - 1 hour ★★★★★ - 15 ratingsOn 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 s...
Floor & Decor: A huge growth opportunity
Becoming Investors - September 08, 2020 04:00 - 43 minutesFloor & Decor Holdings (FND) is a flooring company that has been growing at phenomenal rates. They have a goal to increase their number of stores by 20% per year, and they are on track to meet that goal even in the midst of the pandemic. We see a lot of tailwinds for the flooring industry as a w...
031: Book Value Can Sometimes Be Your Margin Of Safety
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 29, 2020 03:00 - 31 minutes ★★★★★ - 15 ratingsFlotek 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 Industr...
Warren Buffett on Cash Flow Statements: DIS and TSLA
Becoming Investors - August 25, 2020 04:00 - 37 minutesPart 3 of our series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. The cash flow statement shows the cash that flows in and out of a business due to operating expenses, capital expenditure, and financing expenses such as stock buybacks. We break dow...
030: Thou Shall Be A Shameless Cloner (13F Review - Q2 2020)
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 22, 2020 05:00 - 1 hour ★★★★★ - 15 ratingsThis 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 Personal...
Warren Buffet on Income Statements
Becoming Investors - August 18, 2020 04:00 - 44 minutesPart 2 of our series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. We discuss Buffett's benchmarks for profit margin and income growth, as well as specific types of expenses that he stays away from. This is crucial when we are attempting to understa...
Warren Buffet on Balance Sheets
Becoming Investors - August 11, 2020 04:00 - 52 minutesPart 1 of a series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. This book is a treasure trove of tips on how to research a business. We discuss what Buffett looks for on a balance sheet to determine if a company has a durable competitive advantage ...
029: Doing Something I've Never Done Before
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 10, 2020 05:00 - 1 hour ★★★★★ - 15 ratingsThis 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...
028: Investing For Kodak Moments
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 06, 2020 04:00 - 55 minutes ★★★★★ - 15 ratingsJason 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 maki...
Asset Allocation with Aaron
Becoming Investors - August 04, 2020 04:00 - 53 minutesAaron joins us again to discuss the all important topic of asset allocation! Our time horizon should determine how we allocate our assets. We discuss how to balance different types of investments, and how this balance will change over time. Some types of investments discussed include bonds, stoc...
The Staffing Industry
Becoming Investors - July 28, 2020 11:00 - 46 minutesThe staffing industry is one that is definitely affected by market downturns. Are there any companies in this sector that we want to invest in? We discuss BG Staffing (BGSF), Robert Half International (RHI), Mastech Digital (MHH), and ManpowerGroup (MAN).
Index Funds 101
Becoming Investors - July 21, 2020 04:00 - 49 minutesAaron guest stars to discuss the fundamentals of indexing, a different style of investing than what has been discussed on the podcast so far. Indexing, also known as passive investing, is easy to do, has very low expenses, and uses the idea of diversification to reduce risk. We discuss how index...
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