The speaker discusses their investment in coal, focusing on two specific companies, alpha metallurgical resources and console energy. They reflect on investment mistakes and understanding the coal market. They explore cloning successful investors and the importance of buybacks. They analyze coal stocks and the concept of 'stepped up low' in the coal cycle. They analyze coal stock buybacks and investment potential.

Endeavor merger workout.Ramaco Resources bet.Why I bought Tesla.Follow Jason - https://twitter.com/afterinvestor

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.

Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening!Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor

Matt Warder, coal market expert and CEO of Seawolf Research, discusses the coal industry, including met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, demand drivers, business cycles, Console's export to India, factors influencing coal demand and pricing, future prospects, and positive experiences in the industry.

The podcast covers a range of topics including the Manchester United buyout, the coal industry's potential for investment opportunities, Cardlytics' acquisition of Bridge for product level ads, and the importance of staying committed to a long-term investing strategy. It also delves into the mechanism behind body weight and food intake control, as well as the speaker's personal journey towards sobriety and weight loss goals.

Jason and Karan talk about Soros on Soros.Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor

This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources.https://twitter.com/afterinvestor

This podcast discusses the recent appearance of Alpha Metallurgical Resources in Mohnish Pabrai's portfolio. The host dives into the business, its focus on metallurgical coal, and its approach to vertical integration mergers. They analyze the pros and cons of investing in a coal company and share a personal update on their weight loss journey and fitness goals.

The hosts discuss 'The Greatest Trade Ever' and reflect on the 2008 financial crisis. They explore investment strategies, Peter Schiff's bearish stance on banks, and Buffet's benefit from the fall in mortgage rates. The chapter also explores merger arbitrage investing, the complexity of trading, and the aversion to investing in financials. They discuss Andrew Ladd's bold move and recognize market inefficiencies and finding opportunities.