• 100: Why I Like These Two Coal Stocks
    2023/12/06

    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 - https://open.spotify.com/episode/5qOshBZjczujJlkUHL1YUr?si=VwjUKqsGTmS-AxFq0_2Cpg

    Follow Jason - https://twitter.com/afterinvestor

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    51 分
  • 099: Why I Bought Tesla Stock
    2023/11/16

    Endeavor merger workout.

    Ramaco Resources bet.

    Why I bought Tesla.

    Follow Jason - https://twitter.com/afterinvestor

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    1 時間 15 分
  • 098: I had to sell it
    2023/11/10

    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/

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    1 時間 4 分
  • What we learned about Amazon, Jeff Bezos, and AWS from the book Invent and Wander | ADI Book Club 9
    2023/10/26

    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

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    56 分
  • 097: Coal Industry Overview With Matt Warder
    2023/09/27

    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

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    1 時間 3 分
  • 096: Cardlytics Destination Analysis Using The Cardlytics Formula
    2023/09/21

    Show update

    Manchester United

    Coal

    Cardlytics Formula

    https://twitter.com/afterinvestor

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    1 時間 33 分
  • Soros on Soros | ADI Book Club 8
    2023/09/08

    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

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    1 時間 3 分
  • 095: Alpha Metallurgical Resources Destination Analysis
    2023/08/22

    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

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    1 時間 6 分