After Dinner Investor
On The Hunt For No-Brainers | Value Investing Podcast And News
Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
Continue Reading about My 4 Step Research Checklist For Stocks Ideas →
In this episode I cover the news that Charlie Munger (as part of the Daily Journal's holdings) has bought Alibaba. I share my reaction to his purchase, along with my initial thoughts on …
Continue Reading about Why Did Charlie Munger Buy Alibaba? – Part 1 (Episode 42) →
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 …
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 →
On the last episode of the After Dinner Investing podcast, I talked about the new After Dinner Investor portfolio and how 25% of the fund is currently in cash. And I talked about how I always like …
