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Hypno Pimp-Daddy F*cks Various Girls Over The Phone With Hypnotic Trigger Words . . . The numbers don't lie! People ARE listening to this PodCast A LOT! Now being heard in over 150 countries, and on 6 of the 7 continents. If you know anyone in Antarctica please tell them so it will be all 7 continents! Thanks for listening! Feed Shark
 
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.
 
'cry for fun' is hosted by abby, a millennial 20 something coming to terms with her blinking youth, who feels like life's most vital moments are best explored one degree removed, from the lens of art and pop culture moments: how Cristina Yang's unapologetic ambition helps us embrace our own, the journey of Taylor Swift's discography and how Bell Hook's"All About Love" teaches us to not be embarrassed by wanting love long enough to reconsider what it's all about. And yes, recapping, The Bache ...
 
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show series
 
Ted Weschler’s perfect investment in Dillard's Comparing Qurate Retail to Dillard's The Perfect Investments Are Asymmetric Bets (Like Ted Weschler’s Dillard’s Investment) - https://afterdinnerinvestor.com/the-perfect-investments-are-asymmetric-bets-like-ted-weschlers-dillards-investment/ Twitter - https://twitter.com/afterinvestor The 26 Supper Clu…
 
Why did Mohnish Pabrai sell Alibaba? Seth Klarman 13F David Abrams 13F Ring Energy Update Show Update Cable Cowboy: John Malone and the Rise of the Modern Cable Business - https://amzn.to/3bWUYzF More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soD…
 
What if your holdings went down by 50%? The Prosus NAV discount. Why I sold half my Ring Energy stake. Half-Eaten Pizzas. Resources: Prosus Shareholder Information - https://www.prosus.com/news/investors-shareholder-information/ Prosus Net Asset Value - https://www.prosus.com/news/net-asset-value/ Naspers Shareholder Information - https://www.naspe…
 
ADI update. Charlie Munger bought more Alibaba. Why I bought Prosus and Naspers. Value stocks versus wonderful businesses. Warren Buffett 1950s impression. How I plan to decide when to sell Ring Energy. Pineapple personality. Resources: 10 Ways To Become A Better Value Investor - https://afterdinnerinvestor.com/10-ways-to-become-a-better-value-inve…
 
How I found Cardlytics. The business. The valuation. My judgement. ADI content update. Resources: Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQ Clifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocks Card…
 
Lessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William Green Why I bought Reysas Logistics The game plan for Reysas from here Staying in the fight when stock price go down Coffee canning Alibaba Cloning Li Lu on Pinduoduo저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
What I'm reading: Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnF Common Stocks and Uncommon Profits - https://amzn.to/3so30cu Topics: Reysas Logistics Alibaba Change Healthcare Cardlytics Prosus/Naspers/Tencent Howard Hughes Corp Micron Technology Resources: ADI Newsletter - https://afterdinnerinvestor.substack.com Punch Ca…
 
Who is Investing With Tom? Tom's background with Alibaba. Cloning Charlie Munger and Mohnish Pabrai. The size of our Alibaba bets. Looking at Alibaba's businesses and moat. Analyzing Alibaba's competition. How Ant Group and Alipay factor into the Alibaba investment. Alibaba discounted cash flow and margin of safety analysis. Any concerns about regu…
 
Topics: What I've learned so far about Alibaba. Cash allocation update. Keeping an eye on oil service companies. Seritage CEO speaks. More thoughts on Seritage and a quote from Mohnish. Peter Theil and Ted Weschler. Why I deleted my Twitter account. What I'm reading: Buffett: The Making of an American Capitalist by Roger Lowenstein - https://amzn.t…
 
Deciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International. Updating my cash strategy. Ring Energy update. Alibaba deep dive coming. Covid update. From this episode: Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwag My interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-in…
 
Green Brick Partners update My job as an investor Call it HBO Max New item added to the checklist (always clone) My vision for Warner Media Discovery - https://afterdinnerinvestor.substack.com/p/my-vision-for-warner-media-discovery Yet Another Value Blog on Discovery Warner Media merger - https://yetanothervalueblog.substack.com/p/some-final-disca-…
 
Discovery Merger Update Bought Green Brick Partners 13F Reviews Why I Sold Stellantis Corona Update ADI Update Scuttlebutt Newsletter - https://afterdinnerinvestor.substack.com YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor
 
Subscribe to the newsletter - https://afterdinnerinvestor.substack.com My biggest mistake Ring Energy update Alibaba update When to sell a wonderful business checklist저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Subscribe to the newsletter - https://afterdinnerinvestor.substack.com Charlie Munger bought Alibaba. Let's find out why. Initial thoughts about Alibaba. I bought Alibaba and made a 5% bet. Questions I need to answer to determine if I should buy more.저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
The Girlies Assemble in this episode where Abby is joined by Betty A, Betty E, and Pam to discuss the most jaw dropping Meghan/Harry interview moments and the fantasy suite week where we sat through an uncomfortable talk with Matt's Dad and endured another hour of Rachael KirkConnell. We are so ready to see the end of this season finally.…
 
The magic of this episode starts with a discussion on American young adult writers setting their immortal protagonists in the Antebellum South, often working as Confederate soldiers, cruises through a trainwreck hometown, and ends with an inditement of Texas' own immortal snake, Ted Cruz.저자 Abby Endy
 
Subscribe to the newsletter - https://afterdinnerinvestor.substack.com In this episode: Vaccine update How bad weather changed me Examining why I'm up 100% on Discovery What companies I cloned from the Q4 2020 13F's Oracle looks like a heads I win, tails I don't lose much situation저자 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
 
Betty and Abby unwind from a hell of a week with their favorite self-care rituals and "Eat Your Heart Out" top culture moments including, Nadiya Bakes, Hells Kitchen, and a slew of PS4 games. Then we recap The Bachelor, including the need to fire Chris Harrison and this episode where we said goodbye to 6 contestants including my namesake, ABIGAIL. …
 
Abby is joined by Betty and Pam to talk about the iconic Rachel Lindsey's most memorable moments, and Matt's historic season of the Bachelor, which is historically annoying! Abby walks through the interview that possibly will cost Chris Harrison his job and talks about the 25 BIPOC women who made Bachelor Nation history!…
 
Subscribe to the newsletter - https://afterdinnerinvestor.substack.com In this episode: What I learned from the GameStop situation New Mohnish Pabrai Q&A Changing the way I clone My investment in Shinoken Ring Energy, Seritage, and Discovery updates Scuttlebutt on Twitter Berkshire Hathaway possible investment reveal soon…
 
'Eat your heart out' with our pop culture favs! Betty and Abby share their love for Bling Empire, Ariana Grande's "excuse my I love you", and the iconic Savage Fenty Runway Show. We also recap the drama on the last episode of the Bachelor including Matt's unholy trifecta of kissing mishaps, Victoria's evil powers, and Michelle stage stealing debut.…
 
Victoria's running the scene but is she at the wrong set? Abby talks about the tension between holding Matt James accountable and letting him live, Mickey mansplains mansplaining, and Betty's vision is 20/20. Content Warning: brief conversations about politics, cults, and spiritual/ sexual abuse. take care of yourselves and skip minutes 10-20 as ne…
 
Abby is joined by Denver's up and coming, local artist Samboyer as he releases his EP, "WE PEAKED AT 17". She and Sam reminisce on the euphoria youth and the heartbreak of growing up in this 'cry for fun' special episode. 'we peaked at 17' is available for streaming on all streaming platforms! special note: this podcast was reuploaded updated becau…
 
Mickey and Abby talk through the finale - Ivan's sacrilegious departure, Ben's short-lived revival, and Zac's long-awaited victory, but the real tea is in our leading lady's future partnership. We are talking all things money and interracial relationships in this bachelor recap! Thanks for watching! Music: "I Want You" by Samboyger…
 
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ Value investors and Tesla/Bitcoin. Buy/Sell review. Tesla Bulls Double Down as Stock Reaches New Heights - https://www.wsj.com/articles/tesla-bulls-double-down-as-stock-reaches-new-heights-11608460200 The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/ Q…
 
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ Introducing the Buy/Sell page. What it is. Why it helps. How I use it. The Buy/Sell page - https://afterdinnerinvestor.com/buy-sell/ Questions and comments welcome at https://afterdinnerinvestor.com/contact/ Follow the show on Twitter - https://twitter.com/afterin…
 
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/ If you don't mind, please take 30 seconds and leave a rating or review where you listen to podcasts because it really helps grow the show, thank you! Show notes: I'm back. The two ways I do investing these days. The game plan for this show. The number one lesson I…
 
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