Listen Now

Tencent's investments are worth more than the market cap? And Coupang Destination Analysis Twitter - https://twitter.com/afterinvestorRothman Report for Prosus - https://rrprx.substack.com/2:17 Accounting7:12 Reframing focus investing12:15 Tencent18:25 Coupang Destination Analysis

Carvana earnings, Ring Energy Earnings, How Naspers bought Tencent, TAV AirportsRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro1:55 Housekeeping7:51 Carvana22:44 Warner Brothers Discovery28:53 Ring Energy36:20 Naspers and Tencent59:00 TAV Airports

Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish StocksRothman Report for Prosus - https://rrprx.substack.com/Twitter - https://twitter.com/afterinvestor0:00 Intro20:45 Prosus Buybacks23:20 Intel Special Situation29:20 Alphabet's Earnings37:52 2 New Turkish Stocks

Should I sell Prosus and buy Tencent? Why is Warren Buffett buying Occidental? 0:00 Intro3:15 Why I'm back22:00 Carvana31:00 Buffett Occidental40:00 Ring Energy aquisition56:50 Wonderful businesses1:02:00 Rothman Report1:10:00 ProsusRothman Report for Prosus - https://rrprx.substack.com/Ring Energy Presentations - https://www.ringenergy.com/news-presentations-events/presentationsFollow Jason on Twitter - https://twitter.com/afterinvestor

Why I like that Prosus management is selling Tencent stock to fund Prosus buybacks.How learning from Li Lu helped me handle Ring Energy's recent stock price drop.https://twitter.com/afterinvestor

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 BuffettMission 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/UCI4soDcgEYnJhhrsT0MqIDgTwitter - 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/JackDuffleyFollow Jack on twitter - https://twitter.com/JackDuffleyJack Duffley - https://www.jackduffley.com/links/More ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - 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 extraordinaryPassing on a Chinese PE of 1Why 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/UCI4soDcgEYnJhhrsT0MqIDgTwitter - 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-thingsPedevco investor relations - https://www.pedevco.com/pedMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

Ted Weschler’s perfect investment in Dillard'sComparing Qurate Retail to Dillard'sThe 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/afterinvestorThe 26 Supper Club - https://www.facebook.com/groups/the26supperclub/Happy ThanksgivingMore 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 13FDavid Abrams 13FRing Energy UpdateShow UpdateCable Cowboy: John Malone and the Rise of the Modern Cable Business - https://amzn.to/3bWUYzFMore 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-51633627243First Look at Tencent and a Lazy Tencent Stock Valuation - https://youtu.be/mW1v98cz_I0Naspers Has a $100 Billion Headache - https://www.wsj.com/articles/naspers-has-a-100-billion-headache-11618738200Prosus 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/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocksCardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611cMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg

Lessons learned about Mohnish Pabrai from Richer, Wiser, Happier by William GreenWhy I bought Reysas LogisticsThe game plan for Reysas from hereStaying in the fight when stock price go downCoffee canning AlibabaCloning Li Lu on Pinduoduo

What I'm reading:Buffett: The Making of an American Capitalist - https://amzn.to/37L6wnFCommon Stocks and Uncommon Profits - https://amzn.to/3so30cuTopics: Reysas LogisticsAlibabaChange HealthcareCardlyticsProsus/Naspers/TencentHoward Hughes CorpMicron TechnologyResources:ADI Newsletter - https://afterdinnerinvestor.substack.comPunch Card Investing episode 18 - https://youtu.be/E-S3GZUBLG4Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocks

Who is Investing With Tom?Tom's background with Alibaba.Cloning Charlie Munger and Mohnish Pabrai.The size of our Alibaba bets.Looking at Alibaba's businesses and moat.Analyzing Alibaba's competition.How Ant Group and Alipay factor into the Alibaba investment.Alibaba discounted cash flow and margin of safety analysis.Any concerns about regulation?The runway and what the plan is here.Investing With Tom YouTube Channel - https://www.youtube.com/c/InvestingwithTomThe Investing with Tom Podcast - https://theinvestingwithtompodcast.buzzsprout.com/