After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 053: Why I Bought Reysas Logistics Stock (An Intense, Ferocious, and Shameless Mohnish Pabrai Clone)
Aug 24, 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 22 23 24 25 26 27 28
Introduction
00:00 • 2min
How Do You Define Margin of Safety?
02:15 • 2min
The Margin of Safety Is a Good Thing
04:23 • 3min
The Scuttle Butt, the Idea That You Can Learn a Lot From Talking to Businesses
07:01 • 2min
Investing - The Americans by Gordon Corera
08:33 • 2min
Is There Anything Light About Cloning?
10:13 • 4min
Don't Clone in the Investment World, but Cloning in Every Aspect of Life
13:51 • 2min
I've Learned How to Think in Odds
15:34 • 2min
You're Inner Score Card, Judging Your Life on Your Inner Score
17:40 • 2min
Investing - I Don't Care What Other People Think
20:00 • 2min
The Power Versus Force
22:04 • 2min
The Liquidation Value of a Cloning Company
23:56 • 3min
The Reason That Caught With Me
26:37 • 2min
After Dinner Investor Portfolio - 15 Thousand, 300.
28:25 • 3min
Races Logistics Holds 62 % of Races G Y O
31:09 • 3min
What's Up Stock Compounders?
33:49 • 4min
What's Going on With Turkish Stocks?
37:58 • 3min
Races - I'm Evolving as an Investor
40:41 • 2min
Staying in the Fight When Stocks Are Down
42:48 • 2min
I'm Coffee Canning It. Is It Egregiously Overvalued?
44:46 • 2min
Pindoodo - What Is It?
47:12 • 2min
The Superinvestors, Is There a Cloan?
49:17 • 3min
Is the Delta Variant Going Up in the South?
51:51 • 2min
Do You Think We're Going to Have a Great Year?
54:03 • 3min
Will It Be a Superbad Winter or Will It Just Be Quiet?
56:55 • 1min
Do You Know if the Uk Is More Vaccinated Than the Us?
58:24 • 3min
Is Israel Fully Vaccinated?
01:01:17 • 2min
The World Is Living With
01:03:38 • 3min