Podcasts by After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out weekly on Saturdays.
Further podcasts by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
Podcast on the topic Geldanlage
All episodes
061: Interview with Jack Duffley About Real Estate Investing For Cash Flow from 2022-01-13T20:00
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 gr...
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060: Mohnish Pabrai Gives An Update On Reysas + Why I Sold Alibaba from 2021-12-26T14:00
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 f...
059: Why I Made A 5% Bet On Pedevco from 2021-12-12T15:00
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...
058: What We Can Learn From Ted Weschler's Perfect Investment in Dillard's from 2021-11-25T22:00
Ted Weschler’s perfect investment in Dillard's
Comparing Qurate Retail to Dillard's
The Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investm...
057: Mohnish Pabrai Sells Alibaba + 13F Updates from 2021-11-13T14:00
Why did Mohnish Pabrai sell Alibaba?
Seth Klarman 13F
David Abrams 13F
Ring Energy Update
Show Update
Cable Cowboy: John Malone and the Rise of the M...
056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent? from 2021-10-17T15:00
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 Sh...
055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update from 2021-10-10T21:00
ADI update.
Charlie Munger bought more Alibaba.
Why I bought Prosus and Naspers.
Value stocks versus wonderful businesses.
Warren Buffett 1950s impression.
054: Cardlytics Is Not A No-Brainer from 2021-09-06T17:00
How I found Cardlytics.
The business.
The valuation.
My judgement.
ADI content update.
Resources:
Clifford Sosin on Cardlytics $CDLX ...
053: Why I Bought Reysas Logistics Stock (An Intense, Ferocious, and Shameless Mohnish Pabrai Clone) from 2021-08-24T01:00
Lessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William Green
Why I bought Reysas Logistics
The game plan for Reysas from here
Staying in the fight...
052: Closing In On A 20 Bagger from 2021-08-15T23:00
What I'm reading:
Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnF
Common Stocks and Uncommon Profits - https://amzn.to/3so30cu
051: Alibaba Stock Analysis With Investing With Tom from 2021-08-02T14:00
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&apo...
050: Alibaba Deep Dive from 2021-07-24T02:00
Warren Buffett wisdom from the 1970s.
Covid update.
Alibaba deep dive.
047: Evolving My Thinking On Seritage Growth Properties from 2021-06-26T16:00
Topics:
What I've learned so far about Alibaba.
Cash allocation update.
Keeping an eye on oil service companies.
Seritage CEO speaks.
Mor...
046: Deciding Not To Clone Seth Klarman On Intel from 2021-06-19T04:00
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 ...
045: What I Learned About Green Brick Partners from 2021-05-31T22:00
Green Brick Partners update
My job as an investor
Call it HBO Max
New item added to the checklist (always clone)
My vision for Warner Media Discovery - https...
044: Why I Sold All My Stellantis Stock from 2021-05-22T05:00
Discovery Merger Update
Bought Green Brick Partners
13F Reviews
Why I Sold Stellantis
Corona Update
ADI Update
Scuttlebutt
Newslett...
043: My Biggest Investing Mistake from 2021-05-16T19:00
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My biggest mistake
Ring Energy update
Al...
042: Why Did Charlie Munger Buy Alibaba? - Part 1 from 2021-04-07T18:00
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Charlie Munger bought Alibaba. Let's find out why.
041: Portfolio Update For Q1 2021 from 2021-04-04T02:00
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In this episode:
Q1 Portfolio Update
Scu...
040: Finally Found A Cloud Company from 2021-02-21T17:00
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In this episode:
Vaccine update
How bad ...
039: What I learned from the GameStop situation from 2021-02-07T01:00
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In this episode:
What I learned from the GameStop ...
038: Staying Cool In A Tesla Bitcoin World from 2020-12-20T20:00
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Value investors and Tesla/Bitcoin.
Buy/Sell review.
Tesla Bulls Double Down ...
037: Why The Buy/Sell Page Makes Me Be A Better Investor from 2020-12-17T02:00
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/
Introducing the Buy/Sell page.
What it is.
Why it helps.
How I use ...
036: Never Sell A Wonderful Business from 2020-12-04T23:00
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If you don't mind, please take 30 seconds and leave a rating or review where you listen t...
035: Portfolio Update For Q3 2020 from 2020-10-14T14:00
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News About The After Dinner Investor Library
Third Quarter Portfolio Update
...
034: Seeking A Multi-Bagger With Suncor Energy from 2020-10-06T01:00
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Investing In Bonds
Howard Marks' Pendulum
General Reading vs Deep Dives...
033: Flipping Through The Japan Company Handbook Like Warren Buffett from 2020-09-26T17:00
Seritage Livestream
Margin of Safety Becoming Real
Buy/Sell Paragraphs
Share Count vs Dollar Amount
Defending Against Artificial Intelligence
Warren ...
032: Why I Invested In Discovery At $23 from 2020-09-09T00:00
On today's show, Jason introduces the Superinvestor Sip, he talks about the new Scuttlebutt series on the website, he covers the recent tech drop and shares his plans with Apple, and then h...
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031: Book Value Can Sometimes Be Your Margin Of Safety from 2020-08-28T22:00
Flotek was recently selling for $80 million and had over $60 million of cash. I missed it, and now it's up over 80% in a few weeks. But I learned an important lesson, real book value matter...
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030: Thou Shall Be A Shameless Cloner (13F Review - Q2 2020) from 2020-08-22T00:00
This week Jason reviews the second quarter 13Fs of the great investors like Warren Buffett, Mohnish Pabrai, Guy Spier, Bill Ackman, and others. Thanks for listening and sharing!
13F Clo...
029: Doing Something I've Never Done Before from 2020-08-10T00:00
This week Jason talks about doing something he's never done before. He talks selling Apple stock and potentially making a small bet on Seritage Growth Properties. And he talks about Warren ...
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028: Investing For Kodak Moments from 2020-08-05T23:00
Jason missed a 20-bagger with Kodak. He saw insiders were buying and he saw there was net cash, but he didn't do anything about it, and he missed his chance. This led to him realizing he ne...
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027: We're All Macro Investors Now from 2020-07-02T22:00
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 ...
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026: Growing Pies Only Please! from 2020-04-29T02:00
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 Indu...
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025: Schmitt Industries Is Basically Selling For Net Cash from 2020-04-17T17:00
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, ...
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024: Notes From The Bunker - Investing During The Coronavirus Crisis from 2020-04-07T15:00
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 learni...
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023: Lessons Learned From Tesla's Stock Eruption And Reading About Billionaire Jim Simons from 2020-02-24T10:00
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 prof...
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022: Three Things Warren Buffett Taught Me In 2019 from 2020-01-24T19:00
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 inve...
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021: Annual Performance In 2019 And Portfolio Review from 2020-01-10T13:00
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 ...
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020: Scuttlebutt - TikTok + New Mexico Oil + New Investor To Follow + Gulfport Energy news from 2019-11-10T17:00
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 i...
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019: Fiat Chrysler Merger Special Dividend + The Price Of GrafTech from 2019-11-05T12:00
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 GrafT...
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018: I Purchased Ring Energy Stock At $1.60 from 2019-10-07T21:00
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...
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017: Ring Energy Looks Like A No-Brainer from 2019-09-11T00:00
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)...
016: Why Did Mohnish Pabrai Buy GrafTech? - Part 1 from 2019-08-29T00:00
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...
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015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai's 13F from 2019-08-17T19:00
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 in...
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014: Are You Ready For The Pain? from 2019-08-07T23:00
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 m...
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013: Investing in Gulfport Energy from 2019-07-19T22:00
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 ...
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012: More Wisdom From Mohnish Pabrai + 13F Reviews + Party City and Fiat Chrysler Updates from 2019-05-29T23:00
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 so...
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011: Bought More FCAU And PRTY + 2 New Watchlist Stocks + Peak Charlie Munger from 2019-05-08T13:00
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 ...
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010: How To Find 100 Baggers from 2019-03-31T00:00
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 an...
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009: Breaking Down The Synchrony Financial Investment from 2019-03-06T00:00
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 Mohn...
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008: Warren Buffett Private Company Investment Case Study from 2019-01-14T00:00
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 ...
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007: Introducing The Scuttlebutt from 2019-01-07T23:00
Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about his new year's resolution, and then he dives into some scuttlebutt topics. Thanks for sha...
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006: My Investing Checklist from 2018-12-23T21:00
Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about why using an investing checklist is so important, and he goes through his current investing ch...
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005: Is the market crashing? Is this the great depression 2.0? from 2018-12-18T22:00
Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason shares some great news about the show, he talks about the market madness lately and how ridiculous it is t...
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004: $50,000 I Don't Need + New Mohnish Pabrai Nuggets + Fiat Chrysler Talk from 2018-12-03T22:00
Today Jason starts off wondering how anyone could possibly be a bad investor given how much information Charlie Munger, Warren Buffett, and Mohnish Pabrai have shared. Then he goes over some int...
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003: Investing In Party City Stock from 2018-11-05T00:00
Welcome back to the After Dinner Investing Podcast! Today Jason starts off talking about something interesting he heard Warren Buffett say during the 1995 shareholder meeting. Then Jason talks a...
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002: New Mohnish Pabrai Talk + Japanese Stocks Update + 5 Companies I'm Looking At from 2018-10-15T00:00
Welcome back to the After Dinner Investing Podcast! On today's show Jason starts off talking about Mohnish Pabrai's new talk, the "Ten Commandments of Investment Management,"...
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001: Introduction To The Show And A Japan Construction Company No-Brainer from 2018-10-07T00:00
On today's show, the first ever episode of the After Dinner Investing podcast, Jason introduces himself, talks about his investing heroes, explains what to expect on this podcast, and then ...
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001: Introduction To The Show And A Japan Construction Company No-Brainer from 2018-10-07T00:00
On today's show, the first ever episode of the After Dinner Investing podcast, Jason introduces himself, talks about his investing heroes, explains what to expect on this podcast, and then ...
Listen