072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - Podcast tekijän mukaan Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Looking at why Berkshire Hathaway bought Paramount Global, and also looking at Warner Brothers Discovery and these two companies positions' in the streaming era and the potential of these two global entertainment companies.I also discuss my style of value investing which is focused value growth investing while being spawner, apex spawner, and asymmetric opportunity aware. This style of value investing was inspired by these three Mohnish Pabrai lectures:Mohnish Pabrai on the different approaches to value investing - https://youtu.be/qBdieWfouZMMohnish Pabrai on Tencent, Pony Ma, Naspers, Koos Bekker, and capital allocation - https://youtu.be/_7UfqjD3IEgMohnish Pabrai on spawners and apex spawners - https://youtu.be/pUiwBs_N5cETwitter - https://twitter.com/afterinvestor
