Latest Mohnish pabrai Podcast Episodes
What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club 4
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 28, 2023 06:00 - 1 hour ★★★★★ - 15 ratingsOn this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike. Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book ...
What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 28, 2023 06:00 - 1 hour ★★★★★ - 15 ratingsOn this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike. Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book ...
090: Fear and Greed In The Land of Merger Workouts
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - April 15, 2023 06:00 - 1 hour ★★★★★ - 15 ratingsKindle 1,000 Bagger WWE Merger Workout Checklist 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
King of Capital by David Carey and John E. Morris | ADI Book Club 3
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 29, 2023 21:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan share what they learned from King of Capital by David Carey and John E. Morris. King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/ The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2 Follow ...
089: My New Investing Checklist
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 14, 2023 21:00 - 1 hour ★★★★★ - 15 ratingsBank situation Amazon Givers and takers Simplified investing checklist Dillard's Buffett's letter Oil and Gas Follow Jason - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen on: Apple Podca...
088: Warner Brothers Discovery Stock Analysis with James Goodwin
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 06, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsTalking Warner Brothers Discovery with James Goodwin. James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/ Follow James - https://twitter.com/FirmReturns Follow Jason - https://twitter.com/afterinvestor Personalize an experience The...
Influence Empire by Lulu Chen | ADI Book Club 2
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - March 06, 2023 19:00 - 50 minutes ★★★★★ - 15 ratingsJason and Karan share what they learned from Influence Empire by Lulu Chen. Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851 Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube chann...
One Up on Wall Street by Peter Lynch | ADI Book Club 1
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - February 06, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsJason and Karan share what they learned from One Up on Wall Street by Peter Lynch. One Up on Wall Street - https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/ Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channe...
087: Lessons Learned From Party City's Bankruptcy
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - January 20, 2023 18:00 - 1 hour ★★★★★ - 15 ratingsMy story with Party City PE of 4 is meaningless if the E doesn't grow Be extremely careful around debt The moat was weaker than it appeared Not all debt is equal Distressed equity investing I look at portfolio debt Where was the innovation? New checklist item - Does management have a mas...
086: Paramount Global Stock: Low Risk, High Uncertainty
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - January 15, 2023 19:00 - 1 hour ★★★★★ - 15 ratingsThe clone The business The price Low risk High uncertainty 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
085: How I Beat The Market In 2022
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - January 01, 2023 22:00 - 57 minutes ★★★★★ - 15 ratingsHow I beat the market in 2022 and what I learned. 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
084: The Most Important Investing Lesson I Learned This Year
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 24, 2022 06:00 - 57 minutes ★★★★★ - 15 ratingsGenerac Amazon Aerojet Rocketdyne Reysas and Tav Airports Microsoft and Activision Blizzard Prosus Would you rush out to buy more? The most important lesson learned this year. Follow Jason on Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality sp...
083: My Munger-Inspired Bet on Reysas
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - December 03, 2022 20:00 - 1 hour ★★★★★ - 15 ratingsCharlie Munger Reysas 5 Year Plans Staying Busy Value Line Follow Jason on Twitter - https://twitter.com/afterinvestor Read the blog - https://afterdinnerinvestor.com/ Contact Jason: [email protected] Personalize an experience The luxury hospitality space depends on th...
082: Back Into Tencent and Alibaba + Something Is Happening With Reysas + Billionaire Basket Bet + Carvana Update
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 15, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsBack Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket Bet Carvana Update Carvana Is Truly An All or Nothing Bet - https://afterdinnerinvestor.com/carvana-is-truly-an-all-or-nothing-bet/ Follow Jason on Twitter - https://twitter.com/afterinvestor Contact Jaso...
081: Investing In Turkey - An Interview With Yunus Tunçbilek
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - November 05, 2022 04:00 - 1 hour ★★★★★ - 15 ratingsI've been intrigued with Turkey's stock market since Mohnish Pabrai began talking about several Turkish stocks around a year ago. I've been wanting to learn more about a few stocks specifically, including Reysas, Tav Airports, Agesa, Coca Cola İçecek, and Dogus Otomotiv Servis. Today I invited Y...
080: 100 Bagger Real Life Case Study With Karan Gurnani
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 28, 2022 07:00 - 1 hour ★★★★★ - 15 ratingsKaran Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision, how he knew when it...
080: GameStop 100 Bagger Real Life Case Study With Karan Gurnani
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 28, 2022 07:00 - 1 hour ★★★★★ - 15 ratingsKaran Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision, how he knew when it...
079: Investing with Tom Interview: Alibaba Updates, Thor Deep Dive, and Seritage News
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 22, 2022 22:00 - 1 hour ★★★★★ - 15 ratingsInvesting with Tom comes back on the podcast to talk Alibaba, Thor, Seritage, and more. Investing with Tom's YouTube channel - https://www.youtube.com/c/InvestingwithTom The Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg Follow Investing with Tom on Twi...
Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil | ADI 78
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 13, 2022 05:00 - 1 hour ★★★★★ - 15 ratingsWhy did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric...
078: Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 13, 2022 05:00 - 1 hour ★★★★★ - 15 ratingsWhy did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric...
077: Two Growth Stocks I’m Looking At Very Closely - Paramount and RH
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - October 03, 2022 05:00 - 2 hours ★★★★★ - 15 ratingsWhat’s going on with Porsche SE? Kornit Digital Carvana and Carmax Paramount RH Twitter Stories 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
076: Using Screeners To Find Uber Cannibal 100 Baggers
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 24, 2022 19:00 - 58 minutes ★★★★★ - 15 ratingsTalking return on equity, stock buybacks, and 100 baggers. Accounting equation - https://www.investopedia.com/terms/a/accounting-equation.asp Return on equity - https://www.investopedia.com/terms/r/returnonequity.asp Mohnish Pabrai’s Talk with The CFA Society of Mexico - https://youtu.be/MYR0...
076: Using Screeners To Find Uber Cannibal 100 Baggers
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 24, 2022 19:00 - 58 minutes ★★★★★ - 15 ratingsTalking return on equity, stock buybacks, and 100 baggers. Accounting equation - https://www.investopedia.com/terms/a/accounting-equation.asp Return on equity - https://www.investopedia.com/terms/r/returnonequity.asp Mohnish Pabrai’s Talk with The CFA Society of Mexico - https://youtu.be/MYR0...
075: Reality Sets In
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 24, 2022 06:00 - 1 hour ★★★★★ - 15 ratingsMacro talk Paramount and Warner Brothers Discovery Prosus and Tencent Oil & Gas Continental Resources Buyout Offer Learning from Guy Spier Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests....
074: Volkswagen Porsche Spinoff IPO Special Situation - Is Porsche SE An Asymmetric Bet?
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 12, 2022 05:00 - 1 hour ★★★★★ - 15 ratingsExamining the Porsche AG spinoff from Volkswagen AG and if Porsche SE is an symmetric bet. Twitter - https://twitter.com/afterinvestor Unlocking the Full Potential of an Iconic Brand - https://www.volkswagenag.com/presence/investorrelation/publications/presentations/2022/02/2022-02-25-Porsche-...
073: 2022 Mid-Year Portfolio Update
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - September 03, 2022 05:00 - 57 minutes ★★★★★ - 15 ratingsMy decision on Paramount Global and Warner Brothers Discovery, and the mid-year portfolio update. 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
072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 29, 2022 20:00 - 43 minutes ★★★★★ - 15 ratingsLooking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies. I also discuss my style of value investing which is focused value growt...
071: Coupang Is A Spawner
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 18, 2022 17:00 - 54 minutes ★★★★★ - 15 ratingsCoupang is a spawner, and twelve other reasons why I like Coupang. DJY Research Coupang - https://djyresearch.com/2022/04/12/coupang/ Twitter - https://twitter.com/afterinvestor Personalize an experience The luxury hospitality space depends on the personalized touch to retain guests. Listen ...
070: Tencent's investments are worth more than the market cap? And Coupang Destination Analysis
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 13, 2022 04:00 - 20 minutes ★★★★★ - 15 ratingsTencent's investments are worth more than the market cap? And Coupang Destination Analysis Twitter - https://twitter.com/afterinvestor Rothman Report for Prosus - https://rrprx.substack.com/ 2:17 Accounting 7:12 Reframing focus investing 12:15 Tencent 18:25 Coupang Destination Analysis
069: Carvana earnings, Ring Energy earnings, How Naspers bought Tencent, TAV Airports
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - August 05, 2022 21:00 - 1 hour ★★★★★ - 15 ratingsCarvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV Airports Rothman Report for Prosus - https://rrprx.substack.com/ Twitter - https://twitter.com/afterinvestor 0:00 Intro 1:55 Housekeeping 7:51 Carvana 22:44 Warner Brothers Discovery 28:53 Ring Energy 36:20 Naspers and Te...
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