After Dinner Investor
Value Investing Podcast
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 …
Continue Reading about We’re All Macro Investors Now (Episode 27) →
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 …
Continue Reading about Growing Pies Only Please! (Episode 26) →
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, …
Continue Reading about Schmitt Industries Is Basically Selling For Net Cash (Episode 25) →
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) →
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 →
