Jason and Karan share what they learned from One Up on Wall Street by Peter Lynch.One Up on Wall Street - https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel - https://www.youtube.com/c/KaranGurnani

My story with Party CityPE of 4 is meaningless if the E doesn't growBe extremely careful around debtThe moat was weaker than it appearedNot all debt is equalDistressed equity investingI look at portfolio debtWhere 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

The cloneThe businessThe priceLow riskHigh uncertaintyFollow Jason - https://twitter.com/afterinvestor

How I beat the market in 2022 and what I learned.Follow Jason on Twitter - https://twitter.com/afterinvestor

GeneracAmazonAerojet RocketdyneReysas and Tav AirportsMicrosoft and Activision BlizzardProsusWould you rush out to buy more?The most important lesson learned this year.Follow Jason on Twitter - https://twitter.com/afterinvestor

Charlie Munger Reysas5 Year PlansStaying BusyValue LineFollow Jason on Twitter - https://twitter.com/afterinvestorRead the blog - https://afterdinnerinvestor.com/Contact Jason: contactafterdinnerinvestor@gmail.com

Back Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket BetCarvana UpdateCarvana Is Truly An All or Nothing Bet - https://afterdinnerinvestor.com/carvana-is-truly-an-all-or-nothing-bet/Follow Jason on Twitter - https://twitter.com/afterinvestorContact Jason: contactafterdinnerinvestor@gmail.com

I've been intrigued with Turkey's stock market since Mohnish Pabrai began talking about several Turkish stocks around a year ago. I've been wanting to learn more about a few stocks specifically, including Reysas, Tav Airports, Agesa, Coca Cola İçecek, and Dogus Otomotiv Servis. Today I invited Yunus Tunçbilek, a Turkish investor, to come on the show to talk about investing in Turkey and these five businesses. Enjoy!Subscribe to Yunus' YouTube channel - https://www.youtube.com/channel/UCbsMItHB-87bzLpYTRAz4bgFollow Yunus on Twitter - https://twitter.com/cemiyetikilikyaFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com

Karan Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision,  how he knew when it was time to sell, what he learned from the experience, and much more.Karan's YouTube Channel - https://www.youtube.com/c/KaranGurnaniFollow Karan on Twitter - https://twitter.com/KaranMGurnaniFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com

Investing with Tom comes back on the podcast to talk Alibaba, Thor, Seritage, and more. Investing with Tom's YouTube channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQgFollow Investing with Tom on Twitter - https://twitter.com/tominvestingFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com