After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 098: I had to sell it
Nov 10, 2023
The podcast discusses the hosts' experience with investing and their admiration for Charlie Munger. They reflect on a specific stock investment and analyze the potential of Berkshire Hathaway and Cardelitics. They explore the uncertainty of Arpoo's future and discuss Card Litics' user definition and ARPU. They also assess the impact of signing major financial institutions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Investing Insights and Reflections
02:56 • 24min
Reflections on a Stock Investment
26:53 • 14min
Analysis of Berkshire Hathaway and Cardelitics
40:41 • 2min
The Uncertainty of Arpoo's Future
42:36 • 2min
Analyzing Card Litics' User Definition and ARPU
44:47 • 18min
Assessing the Impact of Signing Major Financial Institutions
01:02:45 • 2min