Claim OwnershipAfter Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Subscribed: 155Played: 11,203
Subscribe
© 2023 After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Description
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.
163 Episodes
Reverse
In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical Resources and Consol Energy, and goes over some destination analysis related to the buybacks both companies are doing. Thanks for listening and enjoy the episode.Matt Warder's interview with Marhelm - https://youtu.be/iExcjU1Id4I?si=MXewf6Gbt85IZDCiThe Coal Trader - https://thecoaltrader.substack.com/Jimmy Brock Interview - https://open.spotify.com/episode/5qOshBZjczujJlkUHL1YUr?si=VwjUKqsGTmS-AxFq0_2CpgFollow Jason - https://twitter.com/afterinvestor
New show schedule.Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5Why I sold Cardlytics.Follow Jason - https://twitter.com/afterinvestorGet in touch - https://afterdinnerinvestor.com/contact/
Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening!Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor
On today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf Research. Jason and Matt talk met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, and more.Follow Matt - https://twitter.com/mfwarderFollow Jason - https://twitter.com/afterinvestor
Show updateManchester UnitedCoalCardlytics Formulahttps://twitter.com/afterinvestor
Jason and Karan talk about Soros on Soros.Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestor
This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources.https://twitter.com/afterinvestor
Alpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the business, and on today's episode I share what I learned about Alpha Metallurgical Resources and the questions I still have. I also share an update about the podcast, and we close the episode with an update on my weight loss.Twitter - https://twitter.com/afterinvestorContact - https://afterdinnerinvestor.com/contact/
Carvana Atlanta market shareLauren Thomashttps://twitter.com/afterinvestor
Carvana newsDid Mohnish buy two new businesses?Everything changed todayhttps://twitter.com/afterinvestor
Manchester United updateOccidental overview part 1https://twitter.com/afterinvestor
Billionaire portfolioRing Energyhttps://twitter.com/afterinvestor
Carvana launches same day deliverySimon and Schuster udpdateCardlytics higher ARPU comingThe Amazon tradehttps://twitter.com/afterinvestor
Carvana destination analysishttps://twitter.com/afterinvestor
More Amazon newsWarner Brothers Discovery earnings soonCarvana at the market offeringCardlytics Q2 2023 reviewhttps://twitter.com/afterinvestor
Cardlyticshttps://twitter.com/afterinvestor
Harold HammAmazon same-day deliveryMore CarvanaHuge weekThe Cardlytics formula https://twitter.com/afterinvestor
Carvana earnings call review.https://twitter.com/afterinvestor
Carvana earnings call review.https://twitter.com/afterinvestor
Three companies I'm looking at in Chinahttps://twitter.com/afterinvestor
Download from Google Play
Download from App Store
United States
hey Jason, when the price of your options change the potential outcomes and probabilities change.