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 →
Every day I remind myself to be a shameless cloner. I do this when I walk by the 10 commandments of investment management, which hang on my office wall. But I failed to accomplish this last year. …
Continue Reading about I am finally ready to be a shameless cloner. →
What a week. I can’t look away from the GameStop and other trades that have been going on. Beyond the financial implications, the story itself is full of all the drama. Greed, fear, rage, deception, …
Continue Reading about The GameStop story is reminding me of many lessons. →
I'm back. The two ways I do investing these days. The game plan for this show. The number one lesson I'm learning from recent Mohnish Pabrai talks. Almost never sell a wonderful …
Continue Reading about Never Sell A Wonderful Business (Episode 36) →
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 …
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) →
