To date, there's been two acts in my life's play: before understanding The Most Important Thing and after understanding The Most Important Thing. The Most Important Thing (TMIT) solved everything for …
We’re All Macro Investors Now (Episode 27)
This week Jason gives an update on his thoughts on how Coronavirus will play out in terms of the way it affects the economy and business, why he's annoyed he has to have a prediction about that, two …
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PEDEVCO Corp Looks Interesting
PEDEVCO Corp has caught my eye. PEDEVCO is an oil company, primarily with assets in the Permian Basin. Specifically it has assets in the San Andres located in the Northwest Shelf of the Permian Basin …
Exploiting The Human Need For Closure To Increase My Writing Output
Tonight while poop scooping the yard I was listening to Robert Cialdini's Pre-Suasion: A Revolutionary Way to Influence and Persuade. My nose was not enjoying the experience, but my ears and my mind …
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How I Spend My Time As An Investor
There's one asset I'll never be able to get more of; time. Time is something I'm losing every day, it's my most precious asset, and how I spend it down is the most consequential decision I make day to …
Growing Pies Only Please! (Episode 26)
This week Jason talks about the coronavirus and his prediction for how this is going to play out with the economy in the coming months. He also discusses why he won't be buying Schmitt Industries, at …
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Schmitt Industries Is Basically Selling For Net Cash (Episode 25)
Hi everyone, welcome back to the After Dinner Investor podcast. This week Jason gives a portfolio update, he shares a spin on a Ronald Reagan quote he's going to follow, "never trust, always verify, …
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Peter Lynch Turned His Wife’s Retirement Account Into $11 Million
I got an awesome surprise today. This morning I woke up with the intention to enjoy my Saturday and to do a lot of reading. But this afternoon when the mail arrived, I got hit with a day-changing …
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David Wood Has Plans For Gulfport Energy
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 …
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I Missed Chipotle
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 …