After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 058: What We Can Learn From Ted Weschler's Perfect Investment in Dillard's
Nov 26, 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
Introduction
00:00 • 4min
The 26 Supper Club
04:20 • 2min
Investing in Berkshire - I Don't Need Anything More Than That
06:38 • 2min
How to Improve Your Investing Skills
08:48 • 3min
The After Dinner Vestor Portfolio
11:42 • 1min
The Holy Grail of Investing
13:06 • 3min
The Perfect Investment
15:58 • 2min
The Difference Between Good Investment Ideas and Perfect Investment Ideas
18:04 • 4min
Weshler's Investment in Dillard's Was a Perfect Investment
22:20 • 2min
Dillards - The Real Estate, Property, Plant and Equipment Is Worth More Than One Point Four Billion
24:05 • 3min
What's on the Books, One Point Four Billion?
27:16 • 3min
How Much Real Estate Was Dillard's Business Model Broken?
30:22 • 1min
Is This a Good Investment?
31:40 • 3min
Dillards Cash Flow
34:13 • 2min
The Pandemic Is Going to Damage Their Cash Flow
36:22 • 2min
My Biggest Investing Mistake
38:39 • 3min
The Sin of Omission Is a Greater Loss Than the Sin of Comission
41:25 • 2min
The Dillers Bet - The Perfect Learning Opportunity
42:56 • 2min
Quotunqua Perfect Investments
45:19 • 2min
Investing in Real Estate and Debt
47:27 • 3min
Cure Is a Very Cheap Stock, but It's Not a Perfect Investment
50:12 • 3min
The Cure Retail Investment Is Not a Perfect Investment
53:22 • 2min
I Don't Think Dillard's Is a Perfect Investment
54:58 • 2min
Investing in Cua Retail
57:03 • 2min
After Investr - The 26 Supper Club
59:14 • 2min