In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical Resources and Consol Energy, and goes over some destination analysis related to the buybacks both companies are doing. Thanks for listening and enjoy the episode. Matt Warder's interview with Marhelm - https://youtu.be/iExcjU1Id4I?si=MXewf6Gbt85IZDCi The Coal Trader - https://thecoaltrader.substack.com/ Jimmy Brock Interview -...

Endeavor merger workout. Ramaco Resources bet. Why I bought Tesla. Follow Jason - https://twitter.com/afterinvestor

New show schedule. Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5 Why I sold Cardlytics. Follow Jason - https://twitter.com/afterinvestor Get in touch - https://afterdinnerinvestor.com/contact/

Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening! Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/ Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor

On today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf Research. Jason and Matt talk met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, and more. Follow Matt - https://twitter.com/mfwarder Follow Jason - https://twitter.com/afterinvestor

Show update Manchester United Coal Cardlytics Formula https://twitter.com/afterinvestor

Jason and Karan talk about Soros on Soros. Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/ Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor

This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources. https://twitter.com/afterinvestor

Alpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the business, and on today's episode I share what I learned about Alpha Metallurgical Resources and the questions I still have. I also share an update about the podcast, and we close the episode with an update on my weight loss. Twitter - https://twitter.com/afterinvestor Contact - https://afterdinnerinvestor.com/contact/

Carvana Atlanta market share Lauren Thomas https://twitter.com/afterinvestor

Carvana news Did Mohnish buy two new businesses? Everything changed today https://twitter.com/afterinvestor

Manchester United update Occidental overview part 1 https://twitter.com/afterinvestor

Billionaire portfolio Ring Energy https://twitter.com/afterinvestor

Carvana launches same day delivery Simon and Schuster udpdate Cardlytics higher ARPU coming The Amazon trade https://twitter.com/afterinvestor

Carvana destination analysis https://twitter.com/afterinvestor

More Amazon news Warner Brothers Discovery earnings soon Carvana at the market offering Cardlytics Q2 2023 review https://twitter.com/afterinvestor

Cardlytics https://twitter.com/afterinvestor

Harold Hamm Amazon same-day delivery More Carvana Huge week The Cardlytics formula  https://twitter.com/afterinvestor

Carvana earnings call review. https://twitter.com/afterinvestor

Carvana earnings call review. https://twitter.com/afterinvestor

Oil Ring Energy Paramount https://twitter.com/afterinvestor

Remembered what the job is The debt deal https://twitter.com/afterinvestor

John Paulson Munger desk plaque Carvana  https://twitter.com/afterinvestor

Jason and Karan talk about The Greatest Trade Ever by Gregory Zuckerman The Greatest Trade Ever - https://www.amazon.com/Greatest-Trade-Ever-Behind-Scenes/dp/0385529945 Karan - https://twitter.com/KaranMGurnani Jason - https://twitter.com/afterinvestor