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

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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 y…

Jason Rothman: An investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.


    • Dec 6, 2023 LATEST EPISODE
    • every other week NEW EPISODES
    • 1h AVG DURATION
    • 156 EPISODES


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    Latest episodes from After Dinner Investing | On The Hunt For No-Brainer Stock Investments

    100: Why I Like These Two Coal Stocks

    Play Episode Listen Later Dec 6, 2023 51:38


    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/afterinvestorPersonalize an experienceThe luxury hospitality space depends on the personalized touch to retain guests.Listen on: Apple Podcasts Spotify

    099: Why I Bought Tesla Stock

    Play Episode Listen Later Nov 16, 2023 75:04


    Endeavor merger workout.Ramaco Resources bet.Why I bought Tesla.Follow Jason - https://twitter.com/afterinvestor

    098: I had to sell it

    Play Episode Listen Later Nov 10, 2023 64:29


    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/

    What we learned about Amazon, Jeff Bezos, and AWS from the book Invent and Wander | ADI Book Club 9

    Play Episode Listen Later Oct 26, 2023 56:48


    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/afterinvestorUranium Spotlight: Nuclear's Resurgence in a Clean Energy WorldThe latest uranium market news and events and its critical role in the energy landscapeListen on: Apple Podcasts Spotify All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify

    097: Coal Industry Overview With Matt Warder

    Play Episode Listen Later Sep 27, 2023 63:09


    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/afterinvestorAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify

    096: Cardlytics Destination Analysis Using The Cardlytics Formula

    Play Episode Listen Later Sep 21, 2023 93:56


    Show updateManchester UnitedCoalCardlytics Formulahttps://twitter.com/afterinvestorUranium Spotlight: Nuclear's Resurgence in a Clean Energy WorldA weekly podcast on uranium fuel market trends and its global energy impactListen on: Apple Podcasts Spotify

    Soros on Soros | ADI Book Club 7

    Play Episode Listen Later Sep 8, 2023 62:33


    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

    095: Alpha Metallurgical Resources Destination Analysis

    Play Episode Listen Later Aug 22, 2023 66:00


    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/afterinvestorNo Way OutWelcome to the No Way Out podcast where we examine the variety of domains and...Listen on: Apple Podcasts Spotify

    094: What's going on with Alpha Metallurgical Resources stock?

    Play Episode Listen Later Aug 12, 2023 46:02


    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/

    112: Ring Energy Q2 2023 Earning Review

    Play Episode Listen Later Aug 7, 2023 32:37


    Billionaire portfolioRing Energyhttps://twitter.com/afterinvestor

    112: The Amazon trade worked out great

    Play Episode Listen Later Aug 4, 2023 36:40


    Carvana launches same day deliverySimon and Schuster udpdateCardlytics higher ARPU comingThe Amazon tradehttps://twitter.com/afterinvestor

    111: Carvana Destination Analysis

    Play Episode Listen Later Aug 3, 2023 54:44


    Carvana destination analysishttps://twitter.com/afterinvestor

    110: Cardlytics Q2 2023 Review

    Play Episode Listen Later Aug 2, 2023 57:05


    More Amazon newsWarner Brothers Discovery earnings soonCarvana at the market offeringCardlytics Q2 2023 reviewhttps://twitter.com/afterinvestor

    cardlytics
    109: The next chapter for Cardlytics

    Play Episode Listen Later Aug 1, 2023 42:31


    Cardlyticshttps://twitter.com/afterinvestor

    next chapter cardlytics
    108: The Cardlytics Formula

    Play Episode Listen Later Jul 31, 2023 47:17


    Harold HammAmazon same-day deliveryMore CarvanaHuge weekThe Cardlytics formula https://twitter.com/afterinvestorOverpowered ToolsStop losing customers to a missed phone call with Missed Call Text-Back!

    formula cardlytics
    107: Carvana Q2 2023 Earnings Call Review Part 2

    Play Episode Listen Later Jul 28, 2023 36:55


    Carvana earnings call review.https://twitter.com/afterinvestor

    106: Carvana Q2 2023 Earnings Call Review Part 1

    Play Episode Listen Later Jul 27, 2023 47:12


    Carvana earnings call review.https://twitter.com/afterinvestor

    105: I'm in love with Ring Energy

    Play Episode Listen Later Jul 24, 2023 42:06


    OilRing EnergyParamounthttps://twitter.com/afterinvestor

    104: The Carvana Debt Deal

    Play Episode Listen Later Jul 22, 2023 31:43


    Remembered what the job isThe debt dealhttps://twitter.com/afterinvestorRooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts Spotify

    103: This guy is going to make me rich

    Play Episode Listen Later Jul 21, 2023 32:03


    John PaulsonMunger desk plaqueCarvana https://twitter.com/afterinvestorRooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts Spotify

    The Greatest Trade Ever | ADI Book Club 6

    Play Episode Listen Later Jul 20, 2023 77:35


    Jason and Karan talk about The Greatest Trade Ever by Gregory ZuckermanThe Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945Karan - https://twitter.com/KaranMGurnaniJason - https://twitter.com/afterinvestorRooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts Spotify

    102: Circle The Wagons

    Play Episode Listen Later Jul 20, 2023 47:13


    WowNow whatCircle the wagonshttps://twitter.com/afterinvestorRooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts Spotify

    101: Carvana Formula, Investment in Turkey, Manchester United Decision Soon

    Play Episode Listen Later Jul 18, 2023 52:09


    New Cardlytics CFOManchester United decision is imminentForeign investment in TurkeyThe Carvana Formulahttps://twitter.com/afterinvestor

    100: I've seen the streaming story before

    Play Episode Listen Later Jul 17, 2023 32:01


    Military AIStreaming is shaleIce cream https://twitter.com/afterinvestor

    099: Gigantic buybacks at RH, Amazon's competition, Cloud Demand

    Play Episode Listen Later Jul 15, 2023 19:25


    Amazon's competitionGigantic buybacks at RHRH EnglandCloud is changingAspartamehttps://twitter.com/afterinvestor

    098: Did Buffett Buy More Paramount?

    Play Episode Listen Later Jul 14, 2023 59:44


    My Cardlytics experienceESPN strategic partnerI watched something on MaxDid Buffett buy more Paramount?Saudis might buy another football clubPepsiCo quotehttps://twitter.com/afterinvestor

    097: Who is going to buy Manchester United?

    Play Episode Listen Later Jul 13, 2023 50:49


    My Manchester United merger workout bet.https://twitter.com/afterinvestor

    Carvana stock keeps going higher (and for good reasons) | ADI 096

    Play Episode Listen Later Jul 12, 2023 54:02


    Owning versus renting a stockThe great investors start with SEC filingsActivision Blizzard newsCarvana stock keeps going higher (and for good reasons)Ultra Processed Peoplehttps://twitter.com/afterinvestor

    095: Carvana is going to be fine

    Play Episode Listen Later Jul 11, 2023 36:49


    Prime DayActivision Blizzard was a no-brainerBerkshire LNGCarvana is going to be fineFake foodhttps://twitter.com/afterinvestor

    094: Mid-Year Portfolio Update

    Play Episode Listen Later Jul 10, 2023 50:56


    Why I bought and sold.Don't cut the flowers.https://twitter.com/afterinvestor

    That Will Never Work by Marc Randolph | ADI Book Club

    Play Episode Listen Later Jun 23, 2023 56:18


    This month Karan and Jason talk That Will Never Work by Marc Randolph.That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor

    093: Did Paramount Global Just Become A Special Situation?

    Play Episode Listen Later May 28, 2023 64:08


    Jamie Dimon talks about offers.AI advertising and driverless Ubers.Paramount Global.Follow Jason on Twitter - https://twitter.com/afterinvestorThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts Spotify

    092: Will Cardlytics Be a 1,000 Bagger? Interview with Austin Swanson

    Play Episode Listen Later May 19, 2023 99:50


    Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy!Austin's Substack - https://swany407.substack.com/Follow Austin - https://twitter.com/Swany407Follow Jason - https://twitter.com/afterinvestorThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts Spotify

    091: The Stupid Reason Why I Sold Paramount Global Stock

    Play Episode Listen Later May 15, 2023 79:40


    NetflixParamount Global ScenariosMargin of SafetyBerkshire HathawayFollow Jason - https://twitter.com/afterinvestorThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts Spotify

    What can we learn from Warren Buffett and 7 other OUTSIDER CEOs? | The Outsiders | ADI Book Club

    Play Episode Listen Later Apr 28, 2023 78:01


    On this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike.Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book covers stock buybacks, acquisitions, hurdle rates, management styles, and other strategies that these outsider CEOs implemented into their businesses. It's a great book and there's a lot to learn from it.The Outsiders - https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672/Follow Karan - https://twitter.com/KaranMGurnaniFollow Jason - https://twitter.com/afterinvestor

    090: Fear and Greed In The Land of Merger Workouts

    Play Episode Listen Later Apr 15, 2023 74:37


    Kindle1,000 BaggerWWEMerger Workout ChecklistFollow Jason - https://twitter.com/afterinvestorThe Reformed Financial Advisor A CFP talking bitcoin, laissez faire, the ills of financial advice, & the life well livedListen on: Apple Podcasts Spotify

    King of Capital by David Carey and John E. Morris | ADI Book Club 3

    Play Episode Listen Later Mar 29, 2023 68:52


    Jason and Karan share what they learned from King of Capital by David Carey and John E. Morris.King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnaniThe Reformed Financial Advisor A CFP talking bitcoin, laissez faire, the ills of financial advice, & the life well livedListen on: Apple Podcasts Spotify

    089: My New Investing Checklist

    Play Episode Listen Later Mar 14, 2023 93:33


    Bank situationAmazonGivers and takersSimplified investing checklistDillard'sBuffett's letterOil and GasFollow Jason - https://twitter.com/afterinvestorAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify Bite-Sized Business LawDig in to the most compelling business law issues of the moment with host Amy Martella,...Listen on: Apple Podcasts Spotify

    088: Warner Brothers Discovery Stock Analysis with James Goodwin

    Play Episode Listen Later Mar 6, 2023 89:40


    Talking Warner Brothers Discovery with James Goodwin.James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/Follow James - https://twitter.com/FirmReturnsFollow Jason - https://twitter.com/afterinvestorAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify Bite-Sized Business LawDig in to the most compelling business law issues of the moment with host Amy Martella,...Listen on: Apple Podcasts Spotify

    Influence Empire by Lulu Chen | ADI Book Club 2

    Play Episode Listen Later Mar 6, 2023 51:10


    Jason and Karan share what they learned from Influence Empire by Lulu Chen.Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel -  https://www.youtube.com/c/KaranGurnaniAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify Bite-Sized Business LawDig in to the most compelling business law issues of the moment with host Amy Martella,...Listen on: Apple Podcasts Spotify

    One Up on Wall Street by Peter Lynch | ADI Book Club 1

    Play Episode Listen Later Feb 6, 2023 70:22


    Jason and Karan share what they learned from One Up on Wall Street by Peter Lynch.One Up on Wall Street - https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/Follow Jason - https://twitter.com/afterinvestorFollow Karan - https://twitter.com/KaranMGurnaniKaran's YouTube channel - https://www.youtube.com/c/KaranGurnani

    087: Lessons Learned From Party City's Bankruptcy

    Play Episode Listen Later Jan 20, 2023 61:37


    My story with Party CityPE of 4 is meaningless if the E doesn't growBe extremely careful around debtThe moat was weaker than it appearedNot all debt is equalDistressed equity investingI look at portfolio debtWhere was the innovation?New checklist item - Does management have a massive stake in the business? Are they in the same boat as me?Follow Jason - https://twitter.com/afterinvestorWelcome to CyrusOne Connects Join us to uncover the latest insights and advances in the data center sector and beyond.Listen on: Apple Podcasts Spotify The Socialers Podcast - Stories Of Social Media ProsThe podcast for social media professionals discussing the latest trends, tech, & news.Listen on: Apple Podcasts Spotify Dive deep into the motivations and mechanics behind some very successful people.Risk takers, dreamers, business folk and believers discuss the journey toward their goals.Listen on: Apple Podcasts Spotify

    086: Paramount Global Stock: Low Risk, High Uncertainty

    Play Episode Listen Later Jan 15, 2023 68:11


    The cloneThe businessThe priceLow riskHigh uncertaintyFollow Jason - https://twitter.com/afterinvestorWelcome to CyrusOne Connects Join us to uncover the latest insights and advances in the data center sector and beyond.Listen on: Apple Podcasts Spotify The Socialers Podcast - Stories Of Social Media ProsThe podcast for social media professionals discussing the latest trends, tech, & news.Listen on: Apple Podcasts Spotify Dive deep into the motivations and mechanics behind some very successful people.Risk takers, dreamers, business folk and believers discuss the journey toward their goals.Listen on: Apple Podcasts Spotify

    085: How I Beat The Market In 2022

    Play Episode Listen Later Jan 1, 2023 57:03


    How I beat the market in 2022 and what I learned.Follow Jason on Twitter - https://twitter.com/afterinvestor

    084: The Most Important Investing Lesson I Learned This Year

    Play Episode Listen Later Dec 24, 2022 56:52


    GeneracAmazonAerojet RocketdyneReysas and Tav AirportsMicrosoft and Activision BlizzardProsusWould you rush out to buy more?The most important lesson learned this year.Follow Jason on Twitter - https://twitter.com/afterinvestor

    083: My Munger-Inspired Bet on Reysas

    Play Episode Listen Later Dec 3, 2022 80:41


    Charlie Munger Reysas5 Year PlansStaying BusyValue LineFollow Jason on Twitter - https://twitter.com/afterinvestorRead the blog - https://afterdinnerinvestor.com/Contact Jason: contactafterdinnerinvestor@gmail.comAll Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify

    082: Back Into Tencent and Alibaba + Something Is Happening With Reysas + Billionaire Basket Bet + Carvana Update

    Play Episode Listen Later Nov 15, 2022 73:48


    Back Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket BetCarvana UpdateCarvana Is Truly An All or Nothing Bet - https://adinotebook.substack.com/p/carvana-truly-is-an-all-or-nothingFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com

    081: Investing In Turkey - An Interview With Yunus Tunçbilek

    Play Episode Listen Later Nov 5, 2022 104:44


    I've been intrigued with Turkey's stock market since Mohnish Pabrai began talking about several Turkish stocks around a year ago. I've been wanting to learn more about a few stocks specifically, including Reysas, Tav Airports, Agesa, Coca Cola İçecek, and Dogus Otomotiv Servis. Today I invited Yunus Tunçbilek, a Turkish investor, to come on the show to talk about investing in Turkey and these five businesses. Enjoy!Subscribe to Yunus' YouTube channel - https://www.youtube.com/channel/UCbsMItHB-87bzLpYTRAz4bgFollow Yunus on Twitter - https://twitter.com/cemiyetikilikyaFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com

    080: GameStop 100 Bagger Real Life Case Study With Karan Gurnani

    Play Episode Listen Later Oct 28, 2022 64:30


    Karan Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision,  how he knew when it was time to sell, what he learned from the experience, and much more.Karan's YouTube Channel - https://www.youtube.com/c/KaranGurnaniFollow Karan on Twitter - https://twitter.com/KaranMGurnaniFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.comShow less

    079: Investing with Tom Interview: Alibaba Updates, Thor Deep Dive, and Seritage News

    Play Episode Listen Later Oct 22, 2022 71:45


    Investing with Tom comes back on the podcast to talk Alibaba, Thor, Seritage, and more. Investing with Tom's YouTube channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQgFollow Investing with Tom on Twitter - https://twitter.com/tominvestingFollow Jason on Twitter - https://twitter.com/afterinvestorADI Notebook - https://adinotebook.substack.com/Contact Jason: contactafterdinnerinvestor@gmail.com

    Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil | ADI 78

    Play Episode Listen Later Oct 13, 2022 71:46


    Why did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric bets. I discuss all of that in this episode, along with an update on how I'm thinking about Prosus and Tencent.Investing with Tom's video on Warren Buffett and Occidental - https://youtu.be/wh7_pkZlmbUOccidental's Q4 2021 Earnings Call Transcript - https://seekingalpha.com/article/4490760-occidental-petroleum-corporations-oxy-ceo-vicki-hollub-on-q4-2021-results-earnings-callFinancial Times article on OPEC - https://www.ft.com/content/70853af8-b7a4-4a28-bdfe-b4f3e375a1f0Influence Empire: The Story of Tencent and China's Tech Ambition - https://www.amazon.com/Influence-Empire-Tencent-Chinas-Ambition/dp/B09VLK7Q2R/Follow Jason on Twitter - https://twitter.com/afterinvestorContact Jason: contactafterdinnerinvestor@gmail.com0:00 Intro4:58 Update on Prosus and Tencent19:11 Generational opportunity with oil33:42 Why now clone Warren Buffett on Occidental and Chevron44:11 My oil stock bets58:43 Risks

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