Value Investing Podcast
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 →
On today's episode Jason opens the show by talking about a two-step investment evaluation process that he learned from Mohnish Pabrai. This "the goal is rejection" process allows him to quickly scan …
On July 1st, 2019 I invested 13% of the After Dinner Investor portfolio into Gulfport Energy Corporation stock, ticker symbol GPOR. 5% of the fund is currently in cash, and I might use some or all of …
Continue Reading about Is Gulfport Energy Stock A Hidden PE Of Less Than 2? →
Yes! Another eureka moment! Whenever I watch a Mohnish Pabrai, Warren Buffett, or Charlie Munger interview or lecture, there's always a eureka moment where I'm shouting for joy because anther …
Continue Reading about Mohnish Pabrai Rejects Stock Ideas As Quickly As Possible →
Hi, welcome back to the After Dinner Investing podcast! We've got a great show for you this week. On today's show Jason starts out with some wisdom from Mohnish Pabrai, then we have some 13F updates. …
Hi everyone, welcome back to the After Dinner Investing podcast. This week Jason explains why he bought more Fiat Chrysler and Party City. He introduces two new watchlist stocks, EVI Industries and RF …
This week on the After Dinner Investing podcast, we talk about how to find 100 bagger investments. Jason breaks down what he learned from a Mohnish Pabrai talk on 10 to 100 bagger investments and also …
Welcome back to the After Dinner Investing podcast! This week we're breaking down the investment in Synchrony Financial, we cover updates on Fiat Chrysler and Party City, we talk about Mohnish …
Continue Reading about 009: Breaking Down The Synchrony Financial Investment →
