Latest Mohnish pabrai Podcast Episodes
100: Why I Like These Two Coal Stocks
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 06, 2023 02:00 - 51 minutes ★★★★★ - 15 ratingsIn this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical Resources and Consol Energy, and goes over some destination analysis related to the buybacks both companies are doing. Thanks for listening and enjoy the episode. Matt Warder's interview with Marhelm ...
099: Why I Bought Tesla Stock
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 16, 2023 20:00 - 1 hour ★★★★★ - 15 ratingsEndeavor merger workout. Ramaco Resources bet. Why I bought Tesla. 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
098: I had to sell it
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 10, 2023 07:00 - 1 hour ★★★★★ - 15 ratingsNew show schedule. Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5 Why I sold Cardlytics. Follow Jason - https://twitter.com/afterinvestor Get in touch - https://afterdinnerinvestor.com/contact/ Personalize an experience The luxury hospitality space depends on the person...
What we learned about Amazon, Jeff Bezos, and AWS from the book Invent and Wander | ADI Book Club 9
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 26, 2023 18:00 - 56 minutes ★★★★★ - 15 ratingsJason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening! Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www....
Invent and Wander | ADI Book Club 9
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 26, 2023 18:00 - 55 minutes ★★★★★ - 15 ratingsJason and Karan talk about Invent and Wander. Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/ Karan - https://twitter.com/KaranMGurnani Jason - https://twitte...
097: Coal Industry Overview With Matt Warder
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 27, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsOn today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf Research. Jason and Matt talk met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, and more. Follow Matt - https://twitter.com/mfwarder Follow Jason -...
096: Cardlytics Destination Analysis Using The Cardlytics Formula
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 21, 2023 06:00 - 1 hour ★★★★★ - 15 ratingsShow update Manchester United Coal Cardlytics Formula https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podcasts Spotify
Soros on Soros | ADI Book Club 8
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 08, 2023 21:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan talk about Soros on Soros. Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/ Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space de...
Soros on Soros | ADI Book Club 7
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 08, 2023 21:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan talk about Soros on Soros. Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/ Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcome to All Business. No ...
095: Alpha Metallurgical Resources Destination Analysis
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 22, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsThis week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources. https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on...
094: What’s going on with Alpha Metallurgical Resources stock?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 12, 2023 23:00 - 46 minutes ★★★★★ - 15 ratingsAlpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the business, and on today's episode I share what I learned about Alpha Metallurgical Resources and the questions I still have. I also share an update about the podcast, and we close the episode with an updat...
104: The Carvana Debt Deal
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 22, 2023 05:00 - 31 minutes ★★★★★ - 15 ratingsRemembered what the job is The debt deal https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
103: This guy is going to make me rich
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 21, 2023 05:00 - 32 minutes ★★★★★ - 15 ratingsJohn Paulson Munger desk plaque Carvana https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
The Greatest Trade Ever | ADI Book Club 6
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 20, 2023 20:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan talk about The Greatest Trade Ever by Gregory Zuckerman The Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945 Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcome to ...
The Greatest Trade Ever | ADI Book Club 7
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 20, 2023 20:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan talk about The Greatest Trade Ever by Gregory Zuckerman The Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945 Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hos...
102: Circle The Wagons
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 20, 2023 04:00 - 47 minutes ★★★★★ - 15 ratingsWow Now what Circle the wagons https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
101: Carvana Formula, Investment in Turkey, Manchester United Decision Soon
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 18, 2023 17:00 - 52 minutes ★★★★★ - 15 ratingsNew Cardlytics CFO Manchester United decision is imminent Foreign investment in Turkey The Carvana Formula https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
100: I’ve seen the streaming story before
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 17, 2023 20:00 - 32 minutes ★★★★★ - 15 ratingsMilitary AI Streaming is shale Ice cream https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
099: Gigantic buybacks at RH, Amazon's competition, Cloud Demand
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 15, 2023 23:00 - 19 minutes ★★★★★ - 15 ratingsAmazon's competition Gigantic buybacks at RH RH England Cloud is changing Aspartame https://twitter.com/afterinvestor
098: Did Buffett Buy More Paramount?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 14, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsMy Cardlytics experience ESPN strategic partner I watched something on Max Did Buffett buy more Paramount? Saudis might buy another football club PepsiCo quote https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & in...
097: Who is going to buy Manchester United?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 13, 2023 19:00 - 51 minutes ★★★★★ - 15 ratingsMy Manchester United merger workout bet. https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
096: Carvana stock keeps going higher (and for good reasons)
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 12, 2023 18:00 - 54 minutes ★★★★★ - 15 ratingsOwning versus renting a stock The great investors start with SEC filings Activision Blizzard news Carvana stock keeps going higher (and for good reasons) Ultra Processed People https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with ex...
095: Carvana is going to be fine
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 11, 2023 17:00 - 37 minutes ★★★★★ - 15 ratingsPrime Day Activision Blizzard was a no-brainer Berkshire LNG Carvana is going to be fine Fake food https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
094: Mid-Year Portfolio Update
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - July 10, 2023 16:00 - 51 minutes ★★★★★ - 15 ratingsWhy I bought and sold. Don't cut the flowers. https://twitter.com/afterinvestor Rooted in Retail Made for Indie Retailers! Navigate the retail landscape with expert advice & insider tips. Listen on: Apple Podcasts Spotify
That Will Never Work by Marc Randolph | ADI Book Club 5
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 23, 2023 19:00 - 56 minutes ★★★★★ - 15 ratingsThis month Karan and Jason talk That Will Never Work by Marc Randolph. That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor All Business. No Boundaries. Welcom...
That Will Never Work by Marc Randolph | ADI Book Club
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 23, 2023 19:00 - 57 minutes ★★★★★ - 15 ratingsThis month Karan and Jason talk That Will Never Work by Marc Randolph. That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor Rooted in Retail Made for Indie Ret...
That Will Never Work by Marc Randolph | ADI Book Club 6
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - June 23, 2023 19:00 - 57 minutes ★★★★★ - 15 ratingsThis month Karan and Jason talk That Will Never Work by Marc Randolph. That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxur...
093: Did Paramount Global Just Become A Special Situation?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 28, 2023 05:00 - 1 hour ★★★★★ - 15 ratingsJamie Dimon talks about offers. AI advertising and driverless Ubers. Paramount Global. Follow Jason on 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
092: Will Cardlytics Be a 1,000 Bagger? Interview with Austin Swanson
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 19, 2023 04:00 - 1 hour ★★★★★ - 15 ratingsAustin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy! Austin's Substack - https://swany407.substack.com/ Follow Austin - https://twitter.com/Swany407 Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends o...
091: The Stupid Reason Why I Sold Paramount Global Stock
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - May 15, 2023 20:00 - 1 hour ★★★★★ - 15 ratingsNetflix Paramount Global Scenarios Margin of Safety Berkshire Hathaway 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
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