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After Dinner Investing

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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 Saturdays.

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 Saturdays.
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Location:

United States

Description:

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 Saturdays.

Language:

English


Episodes

017: Ring Energy Looks Like A No-Brainer

9/11/2019
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Update - Since recording this over the weekend I went ahead and did buy stock in Ring Energy. On today's episode Jason talks about a new investment idea he found, Ring Energy (REI). He talks about how he found Ring Energy, why it's attractive to him, and how he plans to research it from here. In upcoming episodes he'll have more to say on Ring Energy and he'll also finish breaking down a recent investment in GrafTech International. Thanks for listening! Please share the show with friends,...

Duration:00:34:39

016: Why Did Mohnish Pabrai Buy GrafTech? - Part 1

8/29/2019
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Why did Mohnish Pabrai buy GrafTech? Time for an investigation! Today Jason starts his two-part investigation into GrafTech International (EAF). Part one, today's episode, will focus on the business operations of GrafTech. We will learn about GrafTech's business model, their history, and their very impressive "take of pay" contract strategy that they're using in today's graphite electrode market. We'll also talk about electric arc furnace steel and petroleum needle coke. And then on the next...

Duration:01:05:23

015: Mohnish Pabrai Buys GrafTech (EAF) + Reviewing Mohnish Pabrai's 13F

8/17/2019
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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 finish today's episode talking about my new approach to how I'm going to use The Wall Street Journal's 52-week highs and lows they report on Tuesdays through Saturdays. Thanks for listening! Please share with friends and colleagues. And please leave us a rating on Apple Podcasts because it...

Duration:00:47:33

014: Are You Ready For The Pain?

8/8/2019
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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 could drop, although he clarifies that he never times the market and is just preparing himself to be able to handle a big market drop, whenever it comes next. Then Jason shares some updates on Party City, Fiat Chrysler, Gulfport Energy, and Apple. And he closes the episode sharing three...

Duration:00:54:58

013: Investing in Gulfport Energy

7/19/2019
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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 investment opportunities and then get back to general reading. Then Jason talks about his recent Gulfport Energy investment. He discusses what Gulfport does, how he found Gulfport, and why he's making the investment. Jason also covers some scuttlebutt articles about the natural gas...

Duration:01:41:54

012: More Wisdom From Mohnish Pabrai + 13F Reviews + Party City and Fiat Chrysler Updates

5/30/2019
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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. After the 13F updates, we share an update on Party City (we have helium!). After that we get into some Fiat Chrysler talk about the possible merger with Renault, and then Jason explains why he bought more Fiat Chrysler in the After Dinner Investor portfolio. And then we close the show with a...

Duration:00:53:44

011: Bought More FCAU And PRTY + 2 New Watchlist Stocks + Peak Charlie Munger

5/8/2019
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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 Industries. And he shares some interesting stories in the Scuttlebutt, including an epic Charlie Munger interview with The Wall Street Journal. Thanks for listening, thanks for sharing. FCA Q1 2019 Results - Fiat Chrysler EVI Industries Sets Records for Revenues and Gross Profit During the...

Duration:00:56:09

010: How To Find 100 Baggers

3/31/2019
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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 the book 100 Baggers by Christopher Mayer. And then Jason finishes the episode giving an example of a stock that recently went up 10 times and showed some of the characteristics that he covered in this episode. Thanks for listening, thanks for sharing! Mohnish Pabrai's 10 to 100 Bagger...

Duration:01:02:08

009: Breaking Down The Synchrony Financial Investment

3/6/2019
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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 Pabrai's investment in Micron Technology and Harold Hamm's $39 million dollar purchase of additional Continental Resources shares, and we finish up with some scuttlebutt. Thanks for listening, thanks for sharing! We Are Up 28% So Far On Synchrony Financial -...

Duration:01:15:59

008: Warren Buffett Private Company Investment Case Study

1/14/2019
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In 1959, Warren Buffett made a personal investment in a private company called Mid-Continent Tab Card Company. He put in 20% of his net worth into this company and received a 16% share. Buffett held on to this investment for 18 years and the compounded annual return was 33%, so this was well-over a 100 bagger investment for Buffett. I learned about this investment by watching a 2008 talk that Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life," gave to the...

Duration:00:44:27

007: Introducing The Scuttlebutt

1/8/2019
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Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about his new year's resolution, and then he dives into some scuttlebutt topics. Thanks for sharing and enjoy! After Dinner Investor YouTube Channel - YouTube New Office Hours Aim for Well Rested, More Productive Workers - The New York Times Wielding Rocks and Knives, Arizonans Attack Self-Driving Cars - The New York Times After Dinner Investor Portfolio - After Dinner Investor The David Rubenstein...

Duration:00:47:30

006: My Investing Checklist

12/23/2018
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Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason talks about why using an investing checklist is so important, and he goes through his current investing checklist. Enjoy! Thanks for listening and sharing. The Checklist Manifesto - Amazon Jason's Investment Checklist - After Dinner Investor

Duration:00:52:21

005: Is the market crashing? Is this the great depression 2.0?

12/18/2018
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Hi, welcome back to the After Dinner Investing podcast! On tonight's episode Jason shares some great news about the show, he talks about the market madness lately and how ridiculous it is to compare this month to the Great Depression. Then he shares a personal mental model he lives by, which is structuring your life like Berkshire Hathaway, and he covers how much cash he plans to keep in the After Dinner Investor portfolio. And the show closes with some Google and Apple talk and some...

Duration:00:58:13

004: $50,000 I Don't Need + New Mohnish Pabrai Nuggets + Fiat Chrysler Talk

12/3/2018
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Today Jason starts off wondering how anyone could possibly be a bad investor given how much information Charlie Munger, Warren Buffett, and Mohnish Pabrai have shared. Then he goes over some interesting insights Mohnish shared during the Q&A section of his recent Morningstar India talk (including commandment number eleven). And Jason closes the show by introducing the After Dinner Investor portfolio and some Fiat Chrysler talk. Mohnish Pabrai at Annual Morningstar India Conference -...

Duration:00:48:57

003: Investing In Party City Stock

11/5/2018
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Welcome back to the After Dinner Investing Podcast! Today Jason starts off talking about something interesting he heard Warren Buffett say during the 1995 shareholder meeting. Then Jason talks about the A.H. Belo Corporation. And he finished the episode talking about his decision to invest in Party City. Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on iTunes.

Duration:00:43:50

002: New Mohnish Pabrai Talk + Japanese Stocks Update + 5 Companies I'm Looking At

10/15/2018
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Welcome back to the After Dinner Investing Podcast! On today's show Jason starts off talking about Mohnish Pabrai's new talk, the "Ten Commandments of Investment Management," then Jason gives an update on how his Japanese stock basket is coming along, and then he closes out the show by talking about five companies that look cheap that he'll be doing further research on. Thanks for listening! Please share with your friends and colleagues, and please leave us a rating or review on...

Duration:00:36:43

001: Introduction To The Show And A Japan Construction Company No-Brainer

10/7/2018
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On today's show, the first ever episode of the After Dinner Investing podcast, Jason introduces himself, talks about his investing heroes, explains what to expect on this podcast, and then talks about a Japanese construction company that is selling for less than net cash. Thanks for listening and please leave us a review and rating on iTunes and share the show with your friends and colleagues. Mohnish Pabrai's lecture on the "The Quest for 10-100 Baggers" -...

Duration:00:34:55