Value Investing Podcast
My thinking has changed with Gulfport Energy. Initially when I got into Gulfport I did it because of the low PE and the share buyback plan. But the buybacks have slowed, and a different situation …
Continue Reading about David Wood Has Plans For Gulfport Energy →
Every time I see Chipotle I want to cry. I think of all the money I should have made investing in Chipotle stock in 2016 and 2017. It was fat pitch right down the middle of the plate, and I didn't …
An Australian investor recently met Mohnish Pabrai and wrote about his experience meeting Mohnish. I love reading these fly on the wall style reports when investors meet Buffett, Munger, and Pabrai …
Sometimes when I find an investment I idea I have trouble sleeping. All I want to do is look into the business, do my research, and get to the bottom of whether or not I have a buy on my hands. But …
Continue Reading about Why I Invested In Ring Energy Stock →
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 …
Continue Reading about Ring Energy Looks Like A No-Brainer (Episode 17) →
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 …
Continue Reading about Why Did Mohnish Pabrai Buy GrafTech? – Part 1 (Episode 16) →
I look for new investing ideas (and reject them as quickly as possible) a number of different ways. I review my favorite investors' 13F filings, I review Value Line each week, I read two newspapers …
Continue Reading about Using The 52-Week Highs And Lows To Grow My Investing Universe →
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 …
Continue Reading about 015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai’s 13F →
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 …
I read a fascinating line in The Wall Street Journal yesterday that really hit home for me and articulated what I'm trying to do with investments like Fiat Chrysler and Gulfport Energy. The article …
Continue Reading about Finding Value Stocks Is About Picking The Right Moment →
