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

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

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

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

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

Cloning Warren Buffett on Activision Blizzard.Twitter - https://twitter.com/afterinvestor

Moving back to Omaha like Warren BuffettMission statement Why I made a 10% bet on Carvana https://twitter.com/afterinvestor

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

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

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

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