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.
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
Endeavor merger workout.Ramaco Resources bet.Why I bought Tesla.Follow 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/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
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
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
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/afterinvestorNo Way OutWelcome to the No Way Out podcast where we examine the variety of domains and...Listen on: Apple Podcasts Spotify
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/
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/afterinvestorOverpowered ToolsStop losing customers to a missed phone call with Missed Call Text-Back!
Carvana earnings call review.https://twitter.com/afterinvestor
Carvana earnings call review.https://twitter.com/afterinvestor
OilRing EnergyParamounthttps://twitter.com/afterinvestor
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
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
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
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
New Cardlytics CFOManchester United decision is imminentForeign investment in TurkeyThe Carvana Formulahttps://twitter.com/afterinvestor
Military AIStreaming is shaleIce cream https://twitter.com/afterinvestor
Amazon's competitionGigantic buybacks at RHRH EnglandCloud is changingAspartamehttps://twitter.com/afterinvestor
My Cardlytics experienceESPN strategic partnerI watched something on MaxDid Buffett buy more Paramount?Saudis might buy another football clubPepsiCo quotehttps://twitter.com/afterinvestor
My Manchester United merger workout bet.https://twitter.com/afterinvestor
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
Prime DayActivision Blizzard was a no-brainerBerkshire LNGCarvana is going to be fineFake foodhttps://twitter.com/afterinvestor
Why I bought and sold.Don't cut the flowers.https://twitter.com/afterinvestor
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
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
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
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
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
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
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
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
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
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
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
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
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
How I beat the market in 2022 and what I learned.Follow Jason on Twitter - https://twitter.com/afterinvestor
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
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
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
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
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
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 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