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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Jul 27, 2022 • 44min

068: Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish Stocks

Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish StocksRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro20:45 Prosus Buybacks23:20 Intel Special Situation29:20 Alphabet's Earnings37:52 2 New Turkish Stocks
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Jul 20, 2022 • 1h 13min

067: Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental?

Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental? 0:00 Intro3:15 Why I'm back22:00 Carvana31:00 Buffett Occidental40:00 Ring Energy aquisition56:50 Wonderful businesses1:02:00 Rothman Report1:10:00 ProsusRothman Report for Prosus - https://rrprx.substack.com/Ring Energy Presentations - https://www.ringenergy.com/news-presentations-events/presentationsFollow Jason on Twitter - https://twitter.com/afterinvestor
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Jul 2, 2022 • 1h 1min

066: Prosus Selling Tencent To Fund Buybacks Is A Masterstroke

Why I like that Prosus management is selling Tencent stock to fund Prosus buybacks.How learning from Li Lu helped me handle Ring Energy's recent stock price drop.https://twitter.com/afterinvestor
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Jun 27, 2022 • 1h 12min

065: Complete Information and Accurate Information

Would Li Lu hire me as an investment analyst?Complete information and accurate information.Buffett and Munger solved investing.Howard Marks sees opportunities.General Motors and Cruise.Ring, Pedevco, and Continental.Studying Alphabet's past results.https://twitter.com/afterinvestor
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Jun 21, 2022 • 43min

064: Using Leverage To Buy A Merger Workout

Cloning Warren Buffett on Activision Blizzard.Twitter - https://twitter.com/afterinvestor
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Jun 8, 2022 • 1h 28min

063: Moving Back To Omaha And Why I Invested in Carvana

Moving back to Omaha like Warren BuffettMission statement Why I made a 10% bet on Carvana https://twitter.com/afterinvestor
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Feb 26, 2022 • 60min

062: How I Beat The Market In 2021 And My Investing System For 2022

How I beat the market in 2021.My investing system for 2022.More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor
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Jan 14, 2022 • 1h 33min

061: Interview with Jack Duffley About Real Estate Investing For Cash Flow

For episode 61 of the After Dinner Investor podcast we're lucky enough to be joined by the great Jack Duffley. Jack is a real estate attorney, real estate investor, value investor, and a great YouTuber. In this episode, I interview Jack about real estate investing, generating passive income from real estate, focusing on cash flow, and many other real estate investing related questions. I hope you enjoy the episode and thanks for listening!Subscribe to Jack's YouTube channel - https://www.youtube.com/c/JackDuffleyFollow Jack on twitter - https://twitter.com/JackDuffleyJack Duffley - https://www.jackduffley.com/links/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor
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Dec 26, 2021 • 1h 2min

060: Mohnish Pabrai Gives An Update On Reysas + Why I Sold Alibaba

Mohnish Pabrai gives update on Reysas.Mohnish shares why he sold Alibaba to buy Tencent through Prosus.Warren Buffett and Charlie Munger recommend 75% bets on cinches.Becoming a focus investor.Good vs extraordinaryPassing on a Chinese PE of 1Why I sold Alibaba and Naspers to buy more Prosus.More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor
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Dec 12, 2021 • 56min

059: Why I Made A 5% Bet On Pedevco

Good feedback on article.About Pedevco.Cloning Kukes.Enterprise value versus PV-10.Business strategy.How do I lose money?When to sell?Saying Good Riddance To The Things That Don't Matter - https://afterdinnerinvestor.substack.com/p/saying-good-riddance-to-the-thingsPedevco investor relations - https://www.pedevco.com/pedMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

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