100: Why I Like These Two Coal Stocks
In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical...
50:50
100: Why I Like These Two Coal Stocks
In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical...
50:50
Endeavor merger workout. Ramaco Resources bet. Why I bought Tesla. Follow Jason -...
01:15:04
New show schedule. Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5 Why...
01:04:29
Invent and Wander | ADI Book Club 9
Jason and Karan talk about Invent and Wander. Invent and Wander: The Collected Writings of...
55:43
097: Coal Industry Overview With Matt Warder
On today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf...
01:02:32
096: Cardlytics Destination Analysis Using The Cardlytics Formula
Show update Manchester United Coal Cardlytics Formula...
01:33:09
Soros on Soros | ADI Book Club 7
Jason and Karan talk about Soros on Soros. Soros on Soros: Staying Ahead of the Curve -...
01:02:33
095: Alpha Metallurgical Resources Destination Analysis
This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses...
01:05:30
094: What’s going on with Alpha Metallurgical Resources stock?
Alpha Metallurgical Resources recently showed up in Mohnish Pabrai's 13F. I looked into the...
46:02
116: Great M&A reporter to follow
Show notes - https://open.substack.com/pub/adishownotes/p/carvana-can-get-to-33-market-share...
26:42
Carvana news Did Mohnish buy two new businesses? Everything changed today...
32:25
114: Occidental overview part 1
Manchester United update Occidental overview part 1 https://twitter.com/afterinvestor
33:17
112: Ring Energy Q2 2023 Earning Review
Billionaire portfolio Ring Energy https://twitter.com/afterinvestor
32:37
112: The Amazon trade worked out great
Carvana launches same day delivery Simon and Schuster udpdate Cardlytics higher ARPU coming...
36:40
111: Carvana Destination Analysis
Carvana destination analysis https://twitter.com/afterinvestor
54:44
110: Cardlytics Q2 2023 Review
More Amazon news Warner Brothers Discovery earnings soon Carvana at the market offering...
57:05
Harold Hamm Amazon same-day delivery More Carvana Huge week The Cardlytics formula...
46:30
107: Carvana Q2 2023 Earnings Call Review Part 2
Carvana earnings call review. https://twitter.com/afterinvestor
36:55
106: Carvana Q2 2023 Earnings Call Review Part 1
Carvana earnings call review. https://twitter.com/afterinvestor
47:12
Ep. 79. T8: Presupuesto para crecer
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