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

After Dinner Investor | On The Hunt For No-Brainer Stock Investments

056: Why Is Prosus Valued Like A Cigar Butt When It Owns 29% of Tencent?

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

055: Why I Bought Prosus and Naspers + Alibaba Charlie Munger Update + Ring Energy Update

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/UCI4soDcgEYnJhhrsT0MqIDgADI Library - coming soon

054: Cardlytics Is Not A No-Brainer

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

053: Why I Bought Reysas Logistics Stock (An Intense, Ferocious, and Shameless Mohnish Pabrai Clone)

What I&apos;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

052: Closing In On A 20 Bagger

Who is Investing With Tom?Tom&apos;s background with Alibaba.Cloning Charlie Munger and Mohnish Pabrai.The size of our Alibaba bets.Looking at Alibaba&apos;s businesses and moat.Analyzing Alibaba&apos;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/

051: Alibaba Stock Analysis With Investing With Tom

Warren Buffett wisdom from the 1970s.Covid update.Alibaba deep dive.

050: Alibaba Deep Dive

049: Portfolio Update For Q2 2021

Topics:What I&apos;ve learned so far about Alibaba.Cash allocation update.Keeping an eye on oil service companies.Seritage CEO speaks.More thoughts on Seritage and a quote from Mohnish.Peter Theil and Ted Weschler.Why I deleted my Twitter account.What I&apos;m reading:Buffett: The Making of an American Capitalist by Roger Lowenstein - https://amzn.to/2TaC1UvReferences:Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCJack Ma’s Ant in Talks to Share Data Trove With State Firms - https://www.wsj.com/articles/jack-mas-ant-in-talks-to-share-data-trove-with-state-firms-11624442902Cash Flow of World’s Oil Drillers Heads for Record $348 Billion - https://www.bloomberg.com/news/articles/2021-06-23/oil-producers-to-make-record-profits-this-year-report-saysSeritage Growth Properties - NAREIT Presentation - https://vimeo.com/565778496Seritage CEO Andrea Olshan on Unlocking Value for SRG Shareholders - https://youtu.be/JDwhhGPN9FMDozens of Ex-Sears Stores to Hit Market as CEO Culls Assets - https://www.bloomberg.com/news/articles/2021-06-24/dozens-of-ex-sears-stores-to-hit-market-as-new-ceo-culls-assetsLord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank - https://www.propublica.org/article/lord-of-the-roths-how-tech-mogul-peter-thiel-turned-a-retirement-account-for-the-middle-class-into-a-5-billion-dollar-tax-free-piggy-bankTed Weschler statement - https://www.documentcloud.org/documents/20971124-ted-weschler-statementWarren Buffett Filing Indicates Berkshire Hathaway Bought Back $6 Billion of Stock in 2nd Quarter - https://www.barrons.com/articles/warren-buffett-filing-indicates-berkshire-hathaway-bought-back-6-billion-of-stock-in-2nd-quarter-51624487156After Dinner Investor - https://afterdinnerinvestor.com/

047: Evolving My Thinking On Seritage Growth Properties

Deciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International.Updating my cash strategy.Ring Energy update.Alibaba deep dive coming.Covid update.From this episode:Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwagMy interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911 Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsCWhat I&apos;m reading:Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAItMore From After Dinner Investor:Newsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor

046: Deciding Not To Clone Seth Klarman On Intel

Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out Saturdays.

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