Advertise on podcast: After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

Would Li Lu hire me as an investment analyst? Complete information and accurate information. Buffett and Munger solved investing. Howard Marks sees opportunities. General Motors and Cruise. Ring, Pedevco, and Continental. Studying Alphabet's past results. https://twitter.com/afterinvestor

Cloning Warren Buffett on Activision Blizzard. Twitter - https://twitter.com/afterinvestor

Moving back to Omaha like Warren Buffett Mission statement  Why I made a 10% bet on Carvana  https://twitter.com/afterinvestor

How I beat the market in 2021. My investing system for 2022. More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor

For episode 61 of the After Dinner Investor podcast we're lucky enough to be joined by the great Jack Duffley. Jack is a real estate attorney, real estate investor, value investor, and a great YouTuber. In this episode, I interview Jack about real estate investing, generating passive income from real estate, focusing on cash flow, and many other real estate investing related questions. I hope you enjoy the episode and thanks for listening! Subscribe to Jack's YouTube channel - https://www.youtube.com/c/JackDuffley Follow Jack on twitter - https://twitter.com/JackDuffley Jack Duffley - https://www.jackduffley.com/links/ More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor

Mohnish Pabrai gives update on Reysas. Mohnish shares why he sold Alibaba to buy Tencent through Prosus. Warren Buffett and Charlie Munger recommend 75% bets on cinches. Becoming a focus investor. Good vs extraordinary Passing on a Chinese PE of 1 Why I sold Alibaba and Naspers to buy more Prosus. More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor

Good feedback on article. About Pedevco. Cloning Kukes. Enterprise value versus PV-10. Business strategy. How do I lose money? When to sell? Saying Good Riddance To The Things That Don't Matter - https://afterdinnerinvestor.substack.com/p/saying-good-riddance-to-the-things Pedevco investor relations - https://www.pedevco.com/ped More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg Twitter - https://twitter.com/afterinvestor

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 Club - https://www.facebook.com/groups/the26supperclub/ Happy Thanksgiving More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

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/UCI4soDcgEYnJhhrsT0MqIDg

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.naspers.com/news/investors-shareholder-information/ Naspers Net Asset Value - https://www.naspers.com/news/net-asset-value/ More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

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-investor/ Charlie Munger’s Firm Doubled Down on Its Alibaba Investment - https://www.barrons.com/articles/charlie-munger-alibaba-stock-51633627243 First Look at Tencent and a Lazy Tencent Stock Valuation - https://youtu.be/mW1v98cz_I0 Naspers Has a $100 Billion Headache - https://www.wsj.com/articles/naspers-has-a-100-billion-headache-11618738200 Prosus net asset value - https://www.prosus.com/news/net-asset-value/ More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

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 Cardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611c More ADI: Blog - https://afterdinnerinvestor.com/ Newsletter - https://afterdinnerinvestor.substack.com/ YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg