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

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

Latest episodes

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Jun 23, 2023 • 56min

That Will Never Work by Marc Randolph | ADI Book Club 6

This month Karan and Jason talk That Will Never Work by Marc Randolph.That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor
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May 28, 2023 • 1h 4min

093: Did Paramount Global Just Become A Special Situation?

Jamie Dimon talks about offers.AI advertising and driverless Ubers.Paramount Global.Follow Jason on Twitter - https://twitter.com/afterinvestor
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May 19, 2023 • 1h 39min

092: Will Cardlytics Be a 1,000 Bagger? Interview with Austin Swanson

Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy!Austin's Substack - https://swany407.substack.com/Follow Austin - https://twitter.com/Swany407Follow Jason - https://twitter.com/afterinvestor
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May 15, 2023 • 1h 19min

091: The Stupid Reason Why I Sold Paramount Global Stock

NetflixParamount Global ScenariosMargin of SafetyBerkshire HathawayFollow Jason - https://twitter.com/afterinvestor
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Apr 28, 2023 • 1h 18min

What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club 4

On this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike.Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book covers stock buybacks, acquisitions, hurdle rates, management styles, and other strategies that these outsider CEOs implemented into their businesses. It's a great book and there's a lot to learn from it.The Outsiders - https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672/Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor
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Apr 15, 2023 • 1h 14min

090: Fear and Greed In The Land of Merger Workouts

Kindle1,000 BaggerWWEMerger Workout ChecklistFollow Jason - https://twitter.com/afterinvestor
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Mar 29, 2023 • 1h 8min

King of Capital by David Carey and John E. Morris | ADI Book Club 3

Jason and Karan share what they learned from King of Capital by David Carey and John E. Morris.King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnani
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Mar 14, 2023 • 1h 32min

089: My New Investing Checklist

Bank situationAmazonGivers and takersSimplified investing checklistDillard'sBuffett's letterOil and GasFollow Jason - https://twitter.com/afterinvestor
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Mar 6, 2023 • 50min

Influence Empire by Lulu Chen | ADI Book Club 2

Jason and Karan share what they learned from Influence Empire by Lulu Chen.Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnani
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Mar 6, 2023 • 1h 28min

088: Warner Brothers Discovery Stock Analysis with James Goodwin

Talking Warner Brothers Discovery with James Goodwin.James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/Follow James - https://twitter.com/FirmReturnsFollow Jason - https://twitter.com/afterinvestor

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