027: We're All Macro Investors Now
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - Un podcast de Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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This week Jason gives an update on his thoughts on how Coronavirus will play out in terms of the way it affects the economy and business, why he's annoyed he has to have a prediction about that, two Warren Buffett philosophies that are helping him thrive during this time, the negative sentiment around Warren Buffett that's been creeping up, how he fell in love with oil and gas investing and the resources he's using to improve in that field, a review of PEDEVCO, some Ring Energy talk, how he's using the portfolios tool on Seeking Alpha, an oil and gas services company that peaked his interest, and he finishes up the show sharing some Scuttlebutt articles. Enjoy!Thanks for listening! Please share, rate, and review the podcast because it helps the show grow. Thank you!Portfolio - https://afterdinnerinvestor.com/portfolio/Follow the show on Twitter to see the Scuttlebutt articles - https://twitter.com/AfterInvestorAlex Berenson's email tweet - https://twitter.com/AlexBerenson/status/1277773122301804546A sample of the Buffett criticism - https://www.ft.com/content/ee69a200-6f3f-4c0e-948b-37e8f9519077PEDEVCO Corp Looks Interesting - https://afterdinnerinvestor.com/pedevco-corp-looks-interesting/American Resources and SK Energy Deliver Letter to the Board of Directors of Ring Energy - https://www.prnewswire.com/news-releases/american-resources-and-sk-energy-deliver-letter-to-the-board-of-directors-of-ring-energy-inc-301014372.htmlRing Energy June 2020 Presentation - https://s24.q4cdn.com/937547486/files/doc_presentations/2020/06/17/Ring-Corporate-Presentation_06.17.2020.pdf