Episodes
Wow Now what Circle the wagons https://twitter.com/afterinvestor
Published 07/20/23
New Cardlytics CFO Manchester United decision is imminent Foreign investment in Turkey The Carvana Formula https://twitter.com/afterinvestor
Published 07/18/23
Military AI Streaming is shale Ice cream  https://twitter.com/afterinvestor
Published 07/17/23
Amazon's competition Gigantic buybacks at RH RH England Cloud is changing Aspartame https://twitter.com/afterinvestor
Published 07/15/23
My Cardlytics experience ESPN strategic partner I watched something on Max Did Buffett buy more Paramount? Saudis might buy another football club PepsiCo quote https://twitter.com/afterinvestor
Published 07/14/23
My Manchester United merger workout bet. https://twitter.com/afterinvestor
Published 07/13/23
Owning versus renting a stock The great investors start with SEC filings Activision Blizzard news Carvana stock keeps going higher (and for good reasons) Ultra Processed People https://twitter.com/afterinvestor
Published 07/12/23
Prime Day Activision Blizzard was a no-brainer Berkshire LNG Carvana is going to be fine Fake food https://twitter.com/afterinvestor
Published 07/11/23
Why I bought and sold. Don't cut the flowers. https://twitter.com/afterinvestor
Published 07/10/23
This month Karan and Jason talk That Will Never Work by Marc Randolph. That Will Never Work - https://www.amazon.com/That-Will-Never-Work-Netflix/dp/0316530204 Follow Karan - https://twitter.com/KaranMGurnani Follow Jason - https://twitter.com/afterinvestor
Published 06/23/23
Jamie Dimon talks about offers. AI advertising and driverless Ubers. Paramount Global. Follow Jason on Twitter - https://twitter.com/afterinvestor
Published 05/28/23
Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy! Austin's Substack - https://swany407.substack.com/ Follow Austin - https://twitter.com/Swany407 Follow Jason - https://twitter.com/afterinvestor
Published 05/19/23
Netflix Paramount Global Scenarios Margin of Safety Berkshire Hathaway Follow Jason - https://twitter.com/afterinvestor The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts   Spotify All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   Spotify
Published 05/15/23
On this episode of ADI Book Club we review The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike. Thorndike studied Warren Buffett, John Malone, and other outsider CEOs that compounded capital at high rates over the long-term. The book covers stock buybacks, acquisitions, hurdle rates, management styles, and other strategies that these outsider CEOs implemented into their businesses. It's a great book and there's a lot to learn from...
Published 04/28/23
Kindle 1,000 Bagger WWE Merger Workout Checklist Follow Jason - https://twitter.com/afterinvestor
Published 04/15/23
Jason and Karan share what they learned from King of Capital by David Carey and John E. Morris. King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/ The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2 Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel -  https://www.youtube.com/c/KaranGurnani
Published 03/29/23
Bank situation Amazon Givers and takers Simplified investing checklist Dillard's Buffett's letter Oil and Gas Follow Jason - https://twitter.com/afterinvestor
Published 03/14/23
Talking Warner Brothers Discovery with James Goodwin. James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/ Follow James - https://twitter.com/FirmReturns Follow Jason - https://twitter.com/afterinvestor The Leaders Lab"The Leaders Lab Podcast with Ken Eslick" is a weekly show that explores the world of...Listen on: Apple Podcasts   Spotify
Published 03/06/23
Jason and Karan share what they learned from Influence Empire by Lulu Chen. Influence Empire - https://www.amazon.com/Influence-Empire-Inside-Tencent-Ambition/dp/1529346851 Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel -  https://www.youtube.com/c/KaranGurnani The Leaders Lab"The Leaders Lab Podcast with Ken Eslick" is a weekly show that explores the world of...Listen on: Apple Podcasts   Spotify
Published 03/06/23
Jason and Karan share what they learned from One Up on Wall Street by Peter Lynch. One Up on Wall Street - https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/ Follow Jason - https://twitter.com/afterinvestor Follow Karan - https://twitter.com/KaranMGurnani Karan's YouTube channel - https://www.youtube.com/c/KaranGurnani AVWeekWeekly news on IT/AV, supply chain, UC, & more.Listen on: Apple Podcasts   Spotify The Home Building and Remodeling ShowThis podcast is for...
Published 02/06/23
My story with Party City PE of 4 is meaningless if the E doesn't grow Be extremely careful around debt The moat was weaker than it appeared Not all debt is equal Distressed equity investing I look at portfolio debt Where was the innovation? New checklist item - Does management have a massive stake in the business? Are they in the same boat as me? ADI Newsletter - https://afterdinnerinvestor.substack.com/ Follow Jason - https://twitter.com/afterinvestor All Business. No...
Published 01/20/23
The clone The business The price Low risk High uncertainty Follow Jason - https://twitter.com/afterinvestor The Rich Somers ReportWant to build wealth through real estate investing? Give this new podcast a listen!Listen on: Apple Podcasts   Spotify Bridging Business & ITPMI Global Summit Featured Presentation - The Biggest Constraint in IT ProjectListen on: Apple Podcasts   Spotify
Published 01/15/23
How I beat the market in 2022 and what I learned. Follow Jason on Twitter - https://twitter.com/afterinvestor
Published 01/01/23
Generac Amazon Aerojet Rocketdyne Reysas and Tav Airports Microsoft and Activision Blizzard Prosus Would you rush out to buy more? The most important lesson learned this year. Follow Jason on Twitter - https://twitter.com/afterinvestor
Published 12/24/22
Charlie Munger Reysas 5 Year Plans Staying Busy Value Line Follow Jason on Twitter - https://twitter.com/afterinvestor Read the blog - https://afterdinnerinvestor.com/ Contact Jason: [email protected] All Business. No Boundaries.Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts   Spotify The Tom Ward ShowThe Tom Ward Show is an audio version of the popular YouTube series, where I interview...Listen on:...
Published 12/03/22