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

Why did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric bets. I discuss all of that in this episode, along with an update on how I'm thinking about Prosus and Tencent.Investing with Tom's video on Warren Buffett and Occidental - https://youtu.be/wh7_pkZlmbUOccidental's Q4 2021 Earnings Call Transcript - https://seekingalpha.com/article/4490760-occidental-petroleum-corporations-oxy-ceo-vicki-hollub-on-q4-2021-results-earnings-callFinancial Times article on OPEC - https://www.ft.com/content/70853af8-b7a4-4a28-bdfe-b4f3e375a1f0Influence Empire: The Story of Tencent and China’s Tech Ambition - https://www.amazon.com/Influence-Empire-Tencent-Chinas-Ambition/dp/B09VLK7Q2R/Follow Jason on Twitter - https://twitter.com/afterinvestorContact Jason: contactafterdinnerinvestor@gmail.com0:00 Intro4:58 Update on Prosus and Tencent19:11 Generational opportunity with oil33:42 Why now clone Warren Buffett on Occidental and Chevron44:11 My oil stock bets58:43 Risks

What’s going on with Porsche SE?Kornit DigitalCarvana and CarmaxParamountRHTwitter StoriesTwitter - https://twitter.com/afterinvestor

Talking return on equity, stock buybacks, and 100 baggers.Accounting equation - https://www.investopedia.com/terms/a/accounting-equation.aspReturn on equity - https://www.investopedia.com/terms/r/returnonequity.aspMohnish Pabrai’s Talk with The CFA Society of Mexico - https://youtu.be/MYR0tWgstMIMohnish Pabrai talks Rakesh Jhunjhunwala and uber cannibals - https://youtu.be/wz8N5CkTA2wChuck Akre on trying to solve the investment puzzle - https://youtu.be/O38I7QIc_eQTwitter - https://twitter.com/afterinvestor

Macro talkParamount and Warner Brothers DiscoveryProsus and TencentOil & GasContinental Resources Buyout OfferLearning from Guy SpierTwitter - https://twitter.com/afterinvestor 

Examining the Porsche AG spinoff from Volkswagen AG and if Porsche SE is an symmetric bet.Twitter - https://twitter.com/afterinvestorUnlocking the Full Potential of an Iconic Brand - https://www.volkswagenag.com/presence/investorrelation/publications/presentations/2022/02/2022-02-25-Porsche-Announcement-Presentation.pdfPorsche increases sales revenue, operating profit and return on sales - https://newsroom.porsche.com/en_US/2022/company/porsche-increase-sales-revenue-operating-profit-return-sales-half-year-results-2022-29211.htmlPorsche AG is preparing for its Initial Public Offering - https://newsroom.porsche.com/en/2022/company/porsche-ag-possible-initial-public-offering-listing-29627.htmlPorsche Automobil Holding SE: Porsche AG IPO Will Unlock Incredible Value - https://seekingalpha.com/article/4538351-porsche-se-stock-ipo-unlock-incredible-value

My decision on Paramount Global and Warner Brothers Discovery, and the mid-year portfolio update.Twitter - https://twitter.com/afterinvestor

Looking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies.I also discuss my style of value investing which is focused value growth investing while being spawner, apex spawner, and asymmetric opportunity aware. This style of value investing was inspired by these three Mohnish Pabrai lectures:Mohnish Pabrai on the different approaches to value investing - https://youtu.be/qBdieWfouZMMohnish Pabrai on Tencent, Pony Ma, Naspers, Koos Bekker, and capital allocation - https://youtu.be/_7UfqjD3IEgMohnish Pabrai on spawners and apex spawners - https://youtu.be/pUiwBs_N5cETwitter - https://twitter.com/afterinvestor

Coupang is a spawner, and twelve other reasons why I like Coupang.DJY Research Coupang - https://djyresearch.com/2022/04/12/coupang/Twitter - https://twitter.com/afterinvestor

Tencent's investments are worth more than the market cap? And Coupang Destination Analysis Twitter - https://twitter.com/afterinvestorRothman Report for Prosus - https://rrprx.substack.com/2:17 Accounting7:12 Reframing focus investing12:15 Tencent18:25 Coupang Destination Analysis

Carvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV AirportsRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro1:55 Housekeeping7:51 Carvana22:44 Warner Brothers Discovery28:53 Ring Energy36:20 Naspers and Tencent59:00 TAV Airports