The RV & camper industry is an interesting one with a number of big players. In particular, $WGO and $THO have been on many value investors' radars. Are they potentially strong value plays?

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$CVNA has the backing of some respected names in the value investing space. It also has a lot of haters. Is Carvana stock a disaster in the making? Or is it a 50 bagger? After Dinner Investor joins us to discuss.

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The Q1 2022 13Fs are here! We discuss what top value investors did during the first quarter of the year as the stock market began its tumble that's continued into Q2.

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Tom has returned from his pilgrimage to Omaha to attend the Berkshire Hathaway annual meeting! We ask him about his experience and talk about some key takeaways from the Berkshire meeting.

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In a wild week, the stock market concluded its very red month. Big tech in particular got crushed after earnings ($AMZN, $NFLX, $GOOG, to name a few). $BABA stock has seen far better days. And, to top it off, Twitter officially accepted Elon's offer.

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#valueinvesting​​​ #investing​​

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Disclaimer:
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Netflix announced a decline in its subscriber count and Bill Ackman subsequently sold out of the company, just months after buying in. $NFLX stock continues to fall, already well below its all time high. Likewise, Carvana ($CVNA) continues its decline after rocky earnings in an increasingly nervous stock market.

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#valueinvesting​​​ #investing​​

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Disclaimer:
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In what's been a wild week in the investment world, Charlie Munger's Daily Journal sold half of its stake in $BABA. Meanwhile, all eyes are on Elon Musk as he offers to buy $TWTR outright. In turn, Twitter has announced a plan to issue a poison pill to discourage a hostile takeover by the Techno King.

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We continue discussing our best ideas as a follow up to our last episode. Meanwhile, Warren Buffett and Berkshire Hathaway revealed a $4.2 billion stake in $HPQ.

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As we begin another quarter, it's time for another best ideas stream! We once again attempt to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now."

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Disclaimer:
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Charlie Munger used margin to buy $BABA. When does it make sense to use margin, if ever?

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Disclaimer:
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