Stock Investor 공개
[search 0]

Download the App!

show episodes
 
Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out weekly on Saturdays.
 
Loading …
show series
 
Back Into Tencent and Alibaba Something Is Happening With Reysas Billionaire Basket Bet Carvana Update Carvana Is Truly An All or Nothing Bet - https://adinotebook.substack.com/p/carvana-truly-is-an-all-or-nothing Follow Jason on Twitter - https://twitter.com/afterinvestor ADI Notebook - https://adinotebook.substack.com/ Contact Jason: contactafter…
 
I've been intrigued with Turkey's stock market since Mohnish Pabrai began talking about several Turkish stocks around a year ago. I've been wanting to learn more about a few stocks specifically, including Reysas, Tav Airports, Agesa, Coca Cola İçecek, and Dogus Otomotiv Servis. Today I invited Yunus Tunçbilek, a Turkish investor, to come on the sho…
 
Karan Gurnani is a friend of mine and a great investor. Karan made a 100 bagger with GameStop stock. In this episode, we analyze his GameStop investment and talk about what attracted him to GameStop initially, what role Michael Burry's letter played in his GameStop decision, how he knew when it was time to sell, what he learned from the experience,…
 
Investing with Tom comes back on the podcast to talk Alibaba, Thor, Seritage, and more. Investing with Tom's YouTube channel - https://www.youtube.com/c/InvestingwithTom The Investing with Tom Podcast - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg Follow Investing with Tom on Twitter - https://twitter.com/tominvesting Follow Jason on Tw…
 
Why did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric bets. I discuss all of that in this episode, along wi…
 
What’s going on with Porsche SE? Kornit Digital Carvana and Carmax Paramount RH Twitter Stories Twitter - https://twitter.com/afterinvestor Career Sweetspot A Greenhouse Coaching podcast for leadership and career growth. Listen on: Apple Podcasts Spotify저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Talking return on equity, stock buybacks, and 100 baggers. Accounting equation - https://www.investopedia.com/terms/a/accounting-equation.asp Return on equity - https://www.investopedia.com/terms/r/returnonequity.asp Mohnish Pabrai’s Talk with The CFA Society of Mexico - https://youtu.be/MYR0tWgstMI Mohnish Pabrai talks Rakesh Jhunjhunwala and uber…
 
Macro talk Paramount and Warner Brothers Discovery Prosus and Tencent Oil & Gas Continental Resources Buyout Offer Learning from Guy Spier Twitter - https://twitter.com/afterinvestor Career Sweetspot A Greenhouse Coaching podcast for leadership and career growth. Listen on: Apple Podcasts Spotify저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Examining the Porsche AG spinoff from Volkswagen AG and if Porsche SE is an symmetric bet. Twitter - https://twitter.com/afterinvestor Unlocking the Full Potential of an Iconic Brand - https://www.volkswagenag.com/presence/investorrelation/publications/presentations/2022/02/2022-02-25-Porsche-Announcement-Presentation.pdf Porsche increases sales re…
 
My decision on Paramount Global and Warner Brothers Discovery, and the mid-year portfolio update. Twitter - https://twitter.com/afterinvestor Career Sweetspot A Greenhouse Coaching podcast for leadership and career growth. Listen on: Apple Podcasts Spotify저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Looking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies. I also discuss my style of value investing which is focused value growth investing while being spawner, apex spawner, and asym…
 
Coupang is a spawner, and twelve other reasons why I like Coupang. DJY Research Coupang - https://djyresearch.com/2022/04/12/coupang/ Twitter - https://twitter.com/afterinvestor Career Sweetspot A Greenhouse Coaching podcast for leadership and career growth. Listen on: Apple Podcasts Spotify저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Tencent's investments are worth more than the market cap? And Coupang Destination Analysis Twitter - https://twitter.com/afterinvestor Rothman Report for Prosus - https://rrprx.substack.com/ 2:17 Accounting 7:12 Reframing focus investing 12:15 Tencent 18:25 Coupang Destination Analysis저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Carvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV Airports Rothman Report for Prosus - https://rrprx.substack.com/ Twitter - https://twitter.com/afterinvestor 0:00 Intro 1:55 Housekeeping 7:51 Carvana 22:44 Warner Brothers Discovery 28:53 Ring Energy 36:20 Naspers and Tencent 59:00 TAV Airports Career Sweetspot A Greenhouse Co…
 
Loading …

빠른 참조 가이드

Google login Twitter login Classic login