Jason (aka. After Dinner Investor ) is a crowd favourite, and also a regular guest on  Punch Card Investing . In this episode Jason shares his 2022 investing experience so far, including adventures in tax loss harvesting, oil multibaggers and a big bet of advertising giant, Google.

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Jason, The After Dinner Investor:
Twitter - https://twitter.com/afterinvestor
Podcast - https://afterdinnerinvestor.com/podcast/
YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Mitch & Kass Dol return to the podcast to give us an update on their treasury bond short. This inflation hedge has so far paid off handsomely!

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Mitch & Kass:
Twitter (Mitch) - https://twitter.com/mitch_dol
Twitter (Kass) - https://twitter.com/kassia_dol
Podcast - https://rss.com/podcasts/buffetting/

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Time Stamps:
0:00 - Intro
2:31 - The big inflation short
6:34 - Bond short & interest rates update
14:31 - Where to next?
27:40 - Managing huge volatility
39:15 - Ignoring market commentary
41:45 - Cash flow matters
46:50 - Investing large sums together
53:27 - Final thoughts on inflation
1:00:25 - Ayr Wellness Stock
1:14:31 - Check out more from Mitch and Kass!

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Guy Spier is the managing partner and principal at Aquamarine Capital. He's a super-investor that I've followed for a long time, and is also one hell of a nice guy.

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Guy:
Twitter - https://twitter.com/GSpier
Newsletter - https://www.guyspier.com/subscribe/
YouTube - https://www.youtube.com/channel/UCPKvc8JeWXDJz08n0DfF1Xg/

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

A huge thank you to Matt for inviting us into Peterson Capital Management HQ in Austin TX. I hope you enjoy this conversation as much as we did. A shout out also to  @Hamish Hodder for joining me for this episode, and  @New Money for running the cameras.

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Matt:
Website - https://www.petersonfunds.com/
YouTube - https://www.youtube.com/channel/UCh7EeAyL3aRc9pa_qCBDf8A
Twitter - https://twitter.com/MattPetersonCFA

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.

Sam & Chris host the 'Earn More, Spend Less & Invest the Rest' YouTube channel. After discovering the world of value investing in 2008, they've made huge progress towards reaching financial freedom!

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Sam & Chris:
YouTube - https://www.youtube.com/c/EarnMoreSpendLessInvesttheRest

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Guy Spier is the managing partner and principal at Aquamarine Capital. He's also the author of 'The Education Of A Value Investor', a super-investor I've followed for several years!

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Guy:
Twitter - https://twitter.com/GSpier
Newsletter - https://www.guyspier.com/subscribe/
YouTube - https://www.youtube.com/channel/UCPKvc8JeWXDJz08n0DfF1Xg/

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Mitch & Kass are returning guests to the podcast! Following their (very) successful hedge in 2020, we discuss how they're positioning themselves for a period of potentially ongoing high inflation.

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Mitch & Kass:
Twitter (Mitch) - https://twitter.com/mitch_dol
Twitter (Kass) - https://twitter.com/kassia_dol
Podcast - https://rss.com/podcasts/buffetting/

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Jeremy Deal in an Amsterdam based fund manager, running a concentrated portfolio of long term investments. In this episode we discuss how to capture exponential returns from owning great businesses, Spotify and the creator economy, and Jeremy getting to know Guy Spier.

Enjoy :)

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Jeremy:
Website - https://jdpcap.com/
Twitter - https://twitter.com/Jeremy_Deal

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision

Big thanks to Michael for joining me for this conversation, as well as our Movember campaign!

Enjoy :)

Donate to Movember Below:
https://movember.com/m/14270701?mc=1

Movember team updates:
https://movember.com/t/margin-of-shavety?mc=1

Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/

Check out more from Michael:
YouTube - https://www.youtube.com/channel/UC8Muc7mdPxGzBihBqEbVr0A
Instagram - https://www.instagram.com/michaelschmidt.co/
Twitter - https://twitter.com/mschmidtco

More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting

Contact:
E-mail: [email protected]

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision