Google at the current price is a perfect investment. It's not going to pay off as fast as Ted Weschler's 2020 Dillard's bet, a one year 13 bagger, but I think it has the same characteristics that made …
My Value Investing Style: Net Asset Value Plays, Growing Pies, Cloning, and Some Speculative Tuition
My portfolio is beautiful. I like what I own, I want to own more of it, and it's been difficult for me to find any ideas lately that I like better than what's already in there. Here's to hoping my …
Mohnish Sells More Seritage (Lessons in Cloning)
Mohnish Pabrai has sold more Seritage. This February 15th filing shows his share count is down to 1.137 million shares. He ended Q3 2021 with 4.733 million shares. So his Seritage holding is down by …
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Why I Sold 100% of My Seritage Stock
Today I sold all of my remaining Seritage Growth Properties stock. It was a 7% to 8% position in the After Dinner Investor portfolio and for me personally. I decided to sell for a few reasons which …
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Wonderful Business Holding Checklist
My bias is to try and hold wonderful businesses forever. In that spirit, I've created this wonderful business holding checklist to help slow me down when I think about selling a wonderful business. …
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The Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investment)
My investing skills have improved exponentially since I started this journey as the After Dinner Investor in 2018. The skill growth is mostly due to the low starting point. Even though I could talk …