046: Deciding Not To Clone Seth Klarman On Intel
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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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/J5dbZ1fZwagMy interview with Tom - https://podcasts.apple.com/us/podcast/17-after-dinner-investor-jason-rothman/id1553654437How 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/3xB3xsCWhat I'm reading:Amazon Unbound: Jeff Bezos and the Invention of a Global Empire - https://amzn.to/2SbxAItMore From After Dinner Investor:Newsletter - https://afterdinnerinvestor.substack.comYouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgTwitter - https://twitter.com/afterinvestor
