By Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
The podcast currently has 127 episodes available.
New show schedule.
Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5
Why I sold Cardlytics.
Follow Jason - https://twitter.com/afterinvestor
Get in touch - https://afterdinnerinvestor.com/contact/
Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening!
Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/
Karan - https://twitter.com/KaranMGurnani
Jason - https://twitter.com/afterinvestor
Show update
Manchester United
Coal
Cardlytics Formula
https://twitter.com/afterinvestor
Jason and Karan talk about Soros on Soros.
Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/
Karan - https://twitter.com/KaranMGurnani
Jason - https://twitter.com/afterinvestor
This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources.
https://twitter.com/afterinvestor
Alpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the business, and on today's episode I share what I learned about Alpha Metallurgical Resources and the questions I still have. I also share an update about the podcast, and we close the episode with an update on my weight loss.
Twitter - https://twitter.com/afterinvestor
Contact - https://afterdinnerinvestor.com/contact/
Carvana Atlanta market share
Lauren Thomas
https://twitter.com/afterinvestor
Carvana news
Did Mohnish buy two new businesses?
Everything changed today
https://twitter.com/afterinvestor
Manchester United update
Occidental overview part 1
https://twitter.com/afterinvestor
Billionaire portfolio
Ring Energy
https://twitter.com/afterinvestor
The podcast currently has 127 episodes available.