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046: Deciding Not To Clone Seth Klarman On Intel
已归档的系列专辑 ("不活跃的收取点" status)
When? This feed was archived on January 31, 2024 14:13 (). Last successful fetch was on December 31, 2023 01:25 ()
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Manage episode 295444578 series 2808202
Deciding not to clone Seth Klarman. Why I sold Intel.
Keep an eye on Tempur Sealy International.
Updating my cash strategy.
Ring Energy update.
Alibaba deep dive coming.
Covid update.
From this episode:
Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwag
My interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437
How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911
Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsC
What I'm reading:
Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAIt
More From After Dinner Investor:
Newsletter - https://afterdinnerinvestor.substack.com
YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg
Twitter - https://twitter.com/afterinvestor
120集单集
046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
已归档的系列专辑 ("不活跃的收取点" status)
When? This feed was archived on January 31, 2024 14:13 (). Last successful fetch was on December 31, 2023 01:25 ()
Why? 不活跃的收取点 status. 我们的伺服器已尝试了一段时间,但仍然无法截取有效的播客收取点
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 295444578 series 2808202
Deciding not to clone Seth Klarman. Why I sold Intel.
Keep an eye on Tempur Sealy International.
Updating my cash strategy.
Ring Energy update.
Alibaba deep dive coming.
Covid update.
From this episode:
Intel Stock Update from Sven Carlin - https://youtu.be/J5dbZ1fZwag
My interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437
How Julian Robertson built a hedge fund dynasty - https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911
Alibaba: The House That Jack Ma Built - https://amzn.to/3xB3xsC
What I'm reading:
Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAIt
More From After Dinner Investor:
Newsletter - https://afterdinnerinvestor.substack.com
YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg
Twitter - https://twitter.com/afterinvestor
120集单集
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