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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
087: Lessons Learned From Party City's Bankruptcy
Jan 20, 2023
59:23
My story with Party City
PE of 4 is meaningless if the E doesn't grow
Be extremely careful around debt
The moat was weaker than it appeared
Not all debt is equal
Distressed equity investing
I look at portfolio debt
Where was the innovation?
New checklist item - Does management have a massive stake in the business? Are they in the same boat as me?
ADI Newsletter - https://afterdinnerinvestor.substack.com/
Follow Jason - https://twitter.com/afterinvestor
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