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

Latest episodes

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Jul 3, 2020 • 1h 1min

027: We're All Macro Investors Now

This week Jason gives an update on his thoughts on how Coronavirus will play out in terms of the way it affects the economy and business, why he's annoyed he has to have a prediction about that, two Warren Buffett philosophies that are helping him thrive during this time, the negative sentiment around Warren Buffett that's been creeping up, how he fell in love with oil and gas investing and the resources he's using to improve in that field, a review of PEDEVCO, some Ring Energy talk, how he's using the portfolios tool on Seeking Alpha, an oil and gas services company that peaked his interest, and he finishes up the show sharing some Scuttlebutt articles. Enjoy!Thanks for listening! Please share, rate, and review the podcast because it helps the show grow. Thank you!Portfolio - https://afterdinnerinvestor.com/portfolio/Follow the show on Twitter to see the Scuttlebutt articles - https://twitter.com/AfterInvestorAlex Berenson's email tweet - https://twitter.com/AlexBerenson/status/1277773122301804546A sample of the Buffett criticism - https://www.ft.com/content/ee69a200-6f3f-4c0e-948b-37e8f9519077PEDEVCO Corp Looks Interesting - https://afterdinnerinvestor.com/pedevco-corp-looks-interesting/American Resources and SK Energy Deliver Letter to the Board of Directors of Ring Energy - https://www.prnewswire.com/news-releases/american-resources-and-sk-energy-deliver-letter-to-the-board-of-directors-of-ring-energy-inc-301014372.htmlRing Energy June 2020 Presentation - https://s24.q4cdn.com/937547486/files/doc_presentations/2020/06/17/Ring-Corporate-Presentation_06.17.2020.pdf
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Apr 29, 2020 • 52min

026: Growing Pies Only Please!

This week Jason talks about the coronavirus and his prediction for how this is going to play out with the economy in the coming months. He also discusses why he won't be buying Schmitt Industries, at least not right now. Then he finishes up talking about a recent Mohnish Pabrai Q&A where he learned about the three categories Mohnish has for investments. He also talks about Francis Chou and the new 13F Cloning page on the After Dinner Investor website.How Sweden Has Faced the Virus Without a LockdownWho is dying from the coronavirus in Massachusetts?Mohnish Pabrai and Francis Chou Q&AMeet Francis Chou13F CloningPEDEVCO Thanks for listening. Please share the show with friends and follow Jason on Twitter @afterinvestor.
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Apr 17, 2020 • 38min

025: Schmitt Industries Is Basically Selling For Net Cash

Hi everyone, welcome back to the After Dinner Investor podcast. This week Jason gives a portfolio update, he shares a spin on a Ronald Reagan quote he's going to follow, "never trust, always verify, and he talks about Schmitt Industries (SMIT), a company that's selling for just about net cash, with no value assigned to the real estate or two operating businesses.Follow Jason - https://twitter.com/AfterInvestorSchmitt Industries Annual Shareholder's Meeting Presentation - https://www.sec.gov/Archives/edgar/data/922612/000119312519306849/d827624dex991.htmMeet Michael Zapata - https://youtu.be/YybOW3eR4IwJapan’s corporate cash-hoarders have moment in the sun - https://www.ft.com/content/247469ca-25b7-4bd8-8ac3-becf5530f15b
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Apr 7, 2020 • 50min

024: Notes From The Bunker - Investing During The Coronavirus Crisis

This week Jason breaks down lessons he's learning as an investor during the coronavirus crisis. This is Jason's first real crisis that he's investing through, and he's learning a lot. Thanks for listening, please share the show!Follow Jason - https://twitter.com/AfterInvestor
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Feb 24, 2020 • 44min

023: Lessons Learned From Tesla's Stock Eruption And Reading About Billionaire Jim Simons

This week Jason talks about lessons he's learned from the recent Tesla stock eruption. Over the few months Tesla has gone from $220 a share to past $900. What can we learn from this to profit from stock investments going forward? Also, Jason talks about his biggest takeaways from two recent books he read, Stocks Under Rocks and The Man Who Solved The Market.Thanks for listening! Please share the show with friends and leave us a rating or review.The Man Who Solved the Market by Gregory ZuckermanStocks Under Rocks by Peter Ricchiuti@AfterInvestor on Twitter
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Jan 25, 2020 • 1h 8min

022: Three Things Warren Buffett Taught Me In 2019

Welcome back to the After Dinner Investor podcast! This week Jason shares three things he learned from Warren Buffett last year. He also shares other ways he got smarter and became a better investor in 2019, including a great outlook on life he learned from Guy Spier, the secret to career success in life, the importance of systems over goals, falling in love again with the oil and gas business, and he finishes up the episode with some weird talk about personality types.The Secretive Company That Might End Privacy as We Know It - The New York Times @AfterInvestor on Twitter
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Jan 10, 2020 • 1h 7min

021: Annual Performance In 2019 And Portfolio Review

This week on After Dinner Investor Jason shares his performance record for 2019 and explains how his After Dinner Investor portfolio performed. Then he reviews each holding in the portfolio and explains his current thinking on each investment. Then to finish up the episode Jason shares how he's had his cigar butt versus wonderful business moment, and from here on out the main focus will be on the growers.Peter Lynch Turned His Wife’s Retirement Account Into $11 Million - https://afterdinnerinvestor.com/peter-lynch-wifes-retirement-account/After Dinner Investor Portfolio - https://afterdinnerinvestor.com/portfolio/Mohnish Pabrai At Boston College November 2019 - https://youtu.be/kdGltV0eomU
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Nov 10, 2019 • 1h 14min

020: Scuttlebutt - TikTok + New Mexico Oil + New Investor To Follow + Gulfport Energy news

Welcome back the After Dinner Investor. This week Jason does some scuttlebutt talk and covers investing and business topics including TikTok, New Mexico's oil boom, David Abrams who is an investor he's going to start following, the McDonald's CEO being removed, some Fiat Chrysler talk, and some Gulfport Energy news.Follow the show  - https://twitter.com/AfterInvestor
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Nov 5, 2019 • 58min

019: Fiat Chrysler Merger Special Dividend + The Price Of GrafTech

Welcome back the After Dinner Investor. This week Jason talks about another Fiat Chrysler special dividend that could be coming with the Groupe PSA merger. Then he talks about the price of GrafTech. And then Jason closes the show with a portfolio update.Mohnish's interview with Graham & Doddsville newsletter - http://www.chaiwithpabrai.com/blog/interview-for-graham-doddsville-newsletter-columbia-business-schoolADI portfolio - https://afterdinnerinvestor.com/portfolio/Follow the show  - https://twitter.com/AfterInvestor
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Oct 8, 2019 • 1h 7min

018: I Purchased Ring Energy Stock At $1.60

Hi everyone! Welcome back to the After Dinner Investor podcast. On today's episode Jason discusses his recent purchase of Ring Energy stock at $1.60. He breaks down the company and explains why he made the investment. Then he covers some scuttlebutt news.https://afterdinnerinvestor.com/why-i-invested-in-ring-energy/https://twitter.com/AfterInvestor

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