After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 057: Mohnish Pabrai Sells Alibaba + 13F Updates
Nov 13, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Superinvestor Sip
01:33 • 3min
He Could Have Had a 30 % Loss on This Investment.
04:27 • 4min
Investing Muscle
08:12 • 3min
The Fourth Check List Item, Half Eating Petza, Is Not Egregiously Overvalued
11:01 • 4min
Investing Muscle - Seth Clarman's 13 F Ah
15:24 • 2min
Seth Clarman's High Conviction
17:51 • 2min
Theantel's Biggest Holdings - Is That a Clone?
19:57 • 4min
Search Alpa's Market Cap Is 26 and They're Down 40 %
24:23 • 2min
Is This a Stock Taker?
26:50 • 3min
13 F - A 21 % Increase in Change Health Care
29:51 • 2min
The 13 S and the a Berkshire Hathway 13 Fs
31:39 • 2min
Why I Want to Sell Half Now
34:06 • 4min
Delaware Asset Sales - Is That a Good Idea?
38:34 • 2min
What's Going to Happen in 2022?
40:35 • 2min
Is It Possible That They'll Lock in Hedges on Extra Production?
42:54 • 2min
I Like What the Co Is Doing With Oil Production
45:09 • 3min
What's Going on With the Ring Energy?
48:35 • 3min
Investing - I Want Value for Myself
51:37 • 2min
I'll Be a Lot More Active on Youtube Than on the Podcast.
53:31 • 2min
Cable Cowboy by John Malone
55:32 • 3min