040: Finally Found A Cloud Company
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - A podcast by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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Subscribe to the newsletter - https://afterdinnerinvestor.substack.comIn this episode:Vaccine updateHow bad weather changed meExamining why I'm up 100% on DiscoveryWhat companies I cloned from the Q4 2020 13F'sOracle looks like a heads I win, tails I don't lose much situation
