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

Update - Since recording this over the weekend I went ahead and did buy stock in Ring Energy.On today's episode Jason talks about a new investment idea he found, Ring Energy (REI). He talks about how he found Ring Energy, why it's attractive to him, and how he plans to research it from here. In upcoming episodes he'll have more to say on Ring Energy and he'll also finish breaking down a recent investment in GrafTech International.Thanks for listening! Please share the show with friends, and please leave us a rating or review.Ring Energy - https://ringenergy.com/List of all companies - https://www.nasdaq.com/screening/company-list.aspxShould we do an After Dinner Investor Forum so we can talk stocks online together? Let me know here - https://afterdinnerinvestor.com/contact/Follow the show on Twitter - https://twitter.com/afterinvestor

Why did Mohnish Pabrai buy GrafTech? Time for an investigation! Today Jason starts his two-part investigation into GrafTech International (EAF). Part one, today's episode, will focus on the business operations of GrafTech. We will learn about GrafTech's business model, their history, and their very impressive "take of pay" contract strategy that they're using in today's graphite electrode market. We'll also talk about electric arc furnace steel and petroleum needle coke. And then on the next episode, part two of the investigation, we'll examine GrafTech's price and decide whether or not we're going to make a purchase and include it in the After Dinner portfolio.Thanks for listening! Please share the show with friends, and please leave us a rating or review.

This week we review Mohnish Pabrai's second quarter 13F, and we talk about his new investment in GrafTech (and next week we'll investigate GrafTech and try to figure out why Mohnish invested). Then we finish today's episode talking about my new approach to how I'm going to use The Wall Street Journal's 52-week highs and lows they report on Tuesdays through Saturdays.Thanks for listening! Please share with friends and colleagues. And please leave us a rating on Apple Podcasts because it helps more people find the show, thanks!GrafTech International - https://www.graftech.com/Wall Street Journal's 52-week highs and lows - https://www.wsj.com/newhighsMohnish Pabrai 13F - https://whalewisdom.com/filer/dalal-street-llc

Hi everyone, welcome back to the After Dinner Investor. On this episode Jason shares some thoughts on the political climate in the United States, some current events, and how it feels like the market could drop, although he clarifies that he never times the market and is just preparing himself to be able to handle a big market drop, whenever it comes next. Then Jason shares some updates on Party City, Fiat Chrysler, Gulfport Energy, and Apple. And he closes the episode sharing three companies he plans to investigate. PS - To clarify a mistake, when he talks about Gulfport Energy's share count "going into 2018," he meant to say "going into 2019."Thanks for listening! Please share with friends and colleagues. Why Aren’t Investors Worried? Ask Howard Marks - The Wall Street JournalRenault in Talks on Nissan Stake, Hopes to Revive Fiat Deal - The Wall Street JournalFiat Chrysler CEO steps on gas as global auto demand stalls - The Detroit NewsFiat Chrysler’s Growth Hinges on Jeep Expansion - The Wall Street JournalDespite High Hopes, Self-Driving Cars Are ‘Way in the Future’ - The New York Times

On today's episode Jason opens the show by talking about a two-step investment evaluation process that he learned from Mohnish Pabrai. This "the goal is rejection" process allows him to quickly scan investment opportunities and then get back to general reading.Then Jason talks about his recent Gulfport Energy investment. He discusses what Gulfport does, how he found Gulfport, and why he's making the investment.Jason also covers some scuttlebutt articles about the natural gas industry.Thanks for listening! Please support the show by sharing it with friends and by leaving us a rating and review.Mohnish Pabrai Rejects Stock Ideas As Quickly As Possible - After Dinner Investor Is Gulfport Energy A Hidden PE Of Less Than 2? - After Dinner InvestorRestoring Forests Could Help Put a Brake on Global Warming, Study Finds - The New York TimesA Leader of America’s Fracking Boom Has Second Thoughts - The Wall Street Journal The U.S. Is Overflowing With Natural Gas. Not Everyone Can Get It. - The Wall Street Journal Investors Aren’t Buying This Oil Rebound - The Wall Street Journal 

Hi, welcome back to the After Dinner Investing podcast! We've got a great show for you this week. On today's show Jason starts out with some wisdom from Mohnish Pabrai, then we have some 13F updates. After the 13F updates, we share an update on Party City (we have helium!). After that we get into some Fiat Chrysler talk about the possible merger with Renault, and then Jason explains why he bought more Fiat Chrysler in the After Dinner Investor portfolio. And then we close the show with a great book recommendation.Thanks for listening, thanks for sharing.Mohnish Pabrai's Dublin Talk - YouTubeMohnish Pabrai Interview Episode 120 - The Investors PodcastMohnish Pabrai Interview Episode 121 - The Investors PodcastMohnish Pabrai Interview Episode 241 - The Investors PodcastMohnish Pabrai 13F - WhaleWisdomGuy Spier 13F - WhaleWisdomLou Simpson 13F - Whale WisdomBerkshire Hathaway 13F - WhaleWisdomLou Simpson retiring from Geico - Chicago TribuneParty City Q1 2019 Earnings Call Transcript - The Motley FoolFiat Chrysler Unveils Renault Merger Proposal - The Wall Street JournalFiat Chrysler Ram Pickup Is Closing In on GM and Ford - The Wall Street JournalInside the Investments of Warren Buffett by Yefei Lu - Amazon

Hi everyone, welcome back to the After Dinner Investing podcast. This week Jason explains why he bought more Fiat Chrysler and Party City. He introduces two new watchlist stocks, EVI Industries and RF Industries. And he shares some interesting stories in the Scuttlebutt, including an epic Charlie Munger interview with The Wall Street Journal.Thanks for listening, thanks for sharing.FCA Q1 2019 Results - Fiat ChryslerEVI Industries Sets Records for Revenues and Gross Profit During the Second Quarter - EVI IndustriesInvestor Relations - RF IndustriesRF Is Flying Under the Radar and Soaring at Same Time - San Diego Business JournalIs Jeep’s 2020 Gladiator Worth the Climbing Costs? - The Wall Street JournalJeep mega-brand transforms Fiat Chrysler's future - The Detroit NewsThe Crisis Fiat Faced as It Lost an Indispensable Leader - BloombergWarren Buffett: ‘I’m having more fun than any 88-year-old in the world’ - Financial TimesA question from Mohnish Pabrai at the 1999 Berkshire Hathaway annual meeting - YouTubeCharlie Munger, Unplugged - The Wall Street Journal

This week on the After Dinner Investing podcast, we talk about how to find 100 bagger investments. Jason breaks down what he learned from a Mohnish Pabrai talk on 10 to 100 bagger investments and also the book 100 Baggers by Christopher Mayer. And then Jason finishes the episode giving an example of a stock that recently went up 10 times and showed some of the characteristics that he covered in this episode.Thanks for listening, thanks for sharing!Mohnish Pabrai's 10 to 100 Bagger Lecture - YouTube100 Baggers: Stocks That Return 100-to-1 and How To Find Them - AmazonEVI Industries - Company WebsiteMohnish Pabrai's Bookshelf - Chai With Pabrai

Welcome back to the After Dinner Investing podcast! This week we're breaking down the investment in Synchrony Financial, we cover updates on Fiat Chrysler and Party City, we talk about Mohnish Pabrai's investment in Micron Technology and Harold Hamm's $39 million dollar purchase of additional Continental Resources shares, and we finish up with some scuttlebutt. Thanks for listening, thanks for sharing!We Are Up 28% So Far On Synchrony Financial - https://afterdinnerinvestor.com/up-28-percent-on-synchrony-financial/Focusing on FCAU’s Business Results And Dividends - https://afterdinnerinvestor.com/focusing-on-fcaus-business-results-and-dividends/Party City Down 15% In One Day - https://afterdinnerinvestor.com/party-city-down-15-in-one-day/100 Baggers: Stocks That Return 100-to-1 and How To Find Them - https://amzn.to/2XF9ovZContinental Resources CEO Harold Hamm Bought $39 Million of Stock - https://www.barrons.com/articles/continental-resources-ceo-harold-hamm-is-buying-up-stock-51551201706Watch CNBC's full interview with iconic investor Warren Buffett - https://youtu.be/Pqc56crs56sCharlie Munger Speaks at Daily Journal Annual Meeting - https://youtu.be/X1Oi3esiry8Berkshire Hathaway VP Charlie Munger on investing - https://youtu.be/peUrLZ24GfMThe Latest Trend in Mobile Gaming: Stock-Trading Apps - https://www.wsj.com/articles/the-latest-trend-in-mobile-gaming-stock-trading-apps-11548158400Young Voters Keep Moving to the Left on Social Issues, Republicans Included - https://www.nytimes.com/2019/01/23/us/gop-liberal-america-millennials.htmlHBO’s C.E.O., an Emmy Magnet, Steps Down - https://www.nytimes.com/2019/02/28/business/media/richard-plepler-hbo-ceo.htmlDebt Collector Seizes Family’s Prized Pug and Sells It on eBay - https://www.nytimes.com/2019/02/28/world/europe/debt-collector-pug-germany.html

In 1959, Warren Buffett made a personal investment in a private company called Mid-Continent Tab Card Company. He put in 20% of his net worth into this company and received a 16% share. Buffett held on to this investment for 18 years and the compounded annual return was 33%, so this was well-over a 100 bagger investment for Buffett.I learned about this investment by watching a 2008 talk that Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life," gave to the Darden School of business at the University of Virginia. It's a fascinating talk, and there was a lot to learn from it. Her talk got into a ton of interesting things like how Warren Buffett values companies and whether or not he uses a discounted cash flow formula. In this episode I breakdown her talk, Buffett's investment, and the lessons I learned from it.Thanks for listening and thanks for sharing!Her talk can be found here - https://afterdinnerinvestor.com/mid-continent-tab-card-company/