After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

054: Cardlytics Is Not A No-Brainer

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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I've Been Investing for Years, but I Got Serious About It Recently

I've been fa ing it for years, but the reason i kind of got serious about it lately is i i saw through some insider filings form four c c that he had bought recently. So i put in a little three % bet and then decide if i want to take that up to a five, ten or higher % bet and kind of get serious about it. The way i look at things, in my mind, for investing, is i just like to keep things very simple. What's the business? Then what's the valuation? And if the business is in my circle of competence, ok, we go to the next step on the check list there. I do i like the

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