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

Topics:What I've learned so far about Alibaba.Cash allocation update.Keeping an eye on oil service companies.Seritage CEO speaks.More thoughts on Seritage and a quote from Mohnish.Peter Theil and Ted Weschler.Why I deleted my Twitter account.What I'm reading:Buffett: The Making of an American Capitalist by Roger Lowenstein - https://amzn.to/2TaC1UvReferences:Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCJack Ma’s Ant in Talks to Share Data Trove With State Firms - https://www.wsj.com/articles/jack-mas-ant-in-talks-to-share-data-trove-with-state-firms-11624442902Cash Flow of World’s Oil Drillers Heads for Record $348 Billion - https://www.bloomberg.com/news/articles/2021-06-23/oil-producers-to-make-record-profits-this-year-report-saysSeritage Growth Properties - NAREIT Presentation - https://vimeo.com/565778496Seritage CEO Andrea Olshan on Unlocking Value for SRG Shareholders - https://youtu.be/JDwhhGPN9FMDozens of Ex-Sears Stores to Hit Market as CEO Culls Assets - https://www.bloomberg.com/news/articles/2021-06-24/dozens-of-ex-sears-stores-to-hit-market-as-new-ceo-culls-assetsLord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank - https://www.propublica.org/article/lord-of-the-roths-how-tech-mogul-peter-thiel-turned-a-retirement-account-for-the-middle-class-into-a-5-billion-dollar-tax-free-piggy-bankTed Weschler statement - https://www.documentcloud.org/documents/20971124-ted-weschler-statementWarren Buffett Filing Indicates Berkshire Hathaway Bought Back $6 Billion of Stock in 2nd Quarter - https://www.barrons.com/articles/warren-buffett-filing-indicates-berkshire-hathaway-bought-back-6-billion-of-stock-in-2nd-quarter-51624487156After Dinner Investor - https://afterdinnerinvestor.com/

Deciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International.Updating my cash strategy.Ring Energy update.Alibaba deep dive coming.Covid update.From this episode:Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwagMy interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911 Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCWhat I'm reading:Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAItMore From After Dinner Investor:Newsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Green Brick Partners updateMy job as an investorCall it HBO MaxNew item added to the checklist  (always clone)My vision for Warner Media Discovery - https://afterdinnerinvestor.substack.com/p/my-vision-for-warner-media-discoveryYet Another Value Blog on Discovery Warner Media merger - https://yetanothervalueblog.substack.com/p/some-final-disca-t-ramblings-dontNewsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Discovery Merger UpdateBought Green Brick Partners13F ReviewsWhy I Sold StellantisCorona UpdateADI UpdateScuttlebuttNewsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comMy biggest mistakeRing Energy updateAlibaba updateWhen to sell a wonderful business checklist

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comCharlie Munger bought Alibaba. Let's find out why.Initial thoughts about Alibaba.I bought Alibaba and made a 5% bet.Questions I need to answer to determine if I should buy more.

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:Q1 Portfolio UpdateScuttlebutt on TwitterCovid Variants

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:Vaccine updateHow bad weather changed meExamining why I'm up 100% on DiscoveryWhat companies I cloned from the Q4 2020 13F'sOracle looks like a heads I win, tails I don't lose much situation

Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:What I learned from the GameStop situationNew Mohnish Pabrai Q&AChanging the way I cloneMy investment in ShinokenRing Energy, Seritage, and Discovery updatesScuttlebutt on TwitterBerkshire Hathaway possible investment reveal soon

You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Value investors and Tesla/Bitcoin.Buy/Sell review.Tesla Bulls Double Down as Stock Reaches New Heights - https://www.wsj.com/articles/tesla-bulls-double-down-as-stock-reaches-new-heights-11608460200The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/Questions and comments welcome at https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor