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