Seritage Spinoff, Stellantis PE of 3, Bought Coupang and Navios Maritime Partners | Tea Time 9
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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The After Dinner Investor is becoming Tea Time! I explain this change at the beginning of the episode. And then I talk about two new stocks that I bought.Seritage Spinoff idea.Stellantis is selling for a PE of 3.When to sell Pedevco?Why I bought Coupang and Navios Maritime PartnersMohnish Pabrai on the shipping industry - https://youtu.be/oDMiWVRpMHgMarine Money panel discussion: Dry Bulk Frenzy – How Long and How High? - https://youtu.be/mpudMsATfbkCoupang Q4 2021 transcript - https://seekingalpha.com/article/4492380-coupang-inc-cpng-ceo-bom-kim-on-q4-2021-results-earnings-call-transcriptNavios Maritime Partners Q4 2021 transcript - https://seekingalpha.com/article/4488180-navios-maritime-partners-l-p-nmm-ceo-angeliki-frangou-on-q4-2021-results-earnings-callNavios Maritime Partners Q4 2021 presentation - https://seekingalpha.com/article/4488407-navios-maritime-partners-l-p-2021-q4-results-earnings-call-presentation
