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

072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures

Aug 29, 2022

43:02

Highlights

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Episode notes

The 10 Commandments of Investment Management - Investor Focused Investing

03:38

I Think the Money Is Going to Come From Advertising

04:48

Is There a Model for Advertising That Works?

04:56

Introduction

6min

Paramount Is on My Radar and I'm Not Sure if It Fits Into My Current Investing Style.

3min

The 10k Is a Good Place to Start Looking at Real Estate

3min

The Cable Industry Is Dying

4min

Intelligent Investing With Lender Lease Podcast

2min

Is There a Model for Advertising That Works?

5min

What's Going to Be the Future of Streaming?

3min

I Think the Money Is Going to Come From Advertising

5min

Is Paramount a Good Place to Go?

5min

10.

Focus Value Growth Investing With a Focus on Spspawners Apex Spspawner and Asymmetric Bets

3min

11.

What I've Learned in This Video Is Premium High Quality

2min

12.

The 10 Commandments of Investment Management - Investor Focused Investing

4min

Looking 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 growth investing while being spawner, apex spawner, and asymmetric opportunity aware. This style of value investing was inspired by these three Mohnish Pabrai lectures:

Mohnish Pabrai on the different approaches to value investing - https://youtu.be/qBdieWfouZM

Mohnish Pabrai on Tencent, Pony Ma, Naspers, Koos Bekker, and capital allocation - https://youtu.be/_7UfqjD3IEg

Mohnish Pabrai on spawners and apex spawners - https://youtu.be/pUiwBs_N5cE

Twitter - https://twitter.com/afterinvestor

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