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

Ted Weschler’s perfect investment in Dillard'sComparing Qurate Retail to Dillard'sThe Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investment) - https://afterdinnerinvestor.com/the-perfect-investments-are-asymmetric-bets-like-ted-weschlers-dillards-investment/Twitter - https://twitter.com/afterinvestorThe 26 Supper Club - https://www.facebook.com/groups/the26supperclub/Happy ThanksgivingMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

Why did Mohnish Pabrai sell Alibaba?Seth Klarman 13FDavid Abrams 13FRing Energy UpdateShow UpdateCable Cowboy: John Malone and the Rise of the Modern Cable Business - https://amzn.to/3bWUYzFMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

What if your holdings went down by 50%?The Prosus NAV discount.Why I sold half my Ring Energy stake.Half-Eaten Pizzas.Resources:Prosus Shareholder Information - https://www.prosus.com/news/investors-shareholder-information/Prosus Net Asset Value - https://www.prosus.com/news/net-asset-value/Naspers Shareholder Information - https://www.naspers.com/news/investors-shareholder-information/Naspers Net Asset Value - https://www.naspers.com/news/net-asset-value/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

ADI update.Charlie Munger bought more Alibaba.Why I bought Prosus and Naspers.Value stocks versus wonderful businesses.Warren Buffett 1950s impression.How I plan to decide when to sell Ring Energy.Pineapple personality.Resources:10 Ways To Become A Better Value Investor - https://afterdinnerinvestor.com/10-ways-to-become-a-better-value-investor/ Charlie Munger’s Firm Doubled Down on Its Alibaba Investment - https://www.barrons.com/articles/charlie-munger-alibaba-stock-51633627243First Look at Tencent and a Lazy Tencent Stock Valuation - https://youtu.be/mW1v98cz_I0Naspers Has a $100 Billion Headache - https://www.wsj.com/articles/naspers-has-a-100-billion-headache-11618738200Prosus net asset value - https://www.prosus.com/news/net-asset-value/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

How I found Cardlytics.The business.The valuation.My judgement.ADI content update.Resources:Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocksCardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611cMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

Lessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William GreenWhy I bought Reysas LogisticsThe game plan for Reysas from hereStaying in the fight when stock price go downCoffee canning AlibabaCloning Li Lu on Pinduoduo

What I'm reading:Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnFCommon Stocks and Uncommon Profits - https://amzn.to/3so30cuTopics: Reysas LogisticsAlibabaChange HealthcareCardlyticsProsus/Naspers/TencentHoward Hughes CorpMicron TechnologyResources:ADI Newsletter - https://afterdinnerinvestor.substack.comPunch Card Investing episode 18 - https://youtu.be/E-S3GZUBLG4Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocks

Who is Investing With Tom?Tom's background with Alibaba.Cloning Charlie Munger and Mohnish Pabrai.The size of our Alibaba bets.Looking at Alibaba's businesses and moat.Analyzing Alibaba's competition.How Ant Group and Alipay factor into the Alibaba investment.Alibaba discounted cash flow and margin of safety analysis.Any concerns about regulation?The runway and what the plan is here.Investing With Tom YouTube Channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://theinvestingwithtompodcast.buzzsprout.com/

Warren Buffett wisdom from the 1970s.Covid update.Alibaba deep dive.

Portfolio Update