040: Finally Found A Cloud Company

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

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Hi, welcome to the After Dinner Investing podcast. This is a weekly value investing podcast where host Jason Rothman talks about investing, after he eats dinner of course. If you're interested in value investing, Warren Buffett, Charlie Munger, and Mohnish Pabrai, this is the investing podcast for you! Thanks for listening and sharing the show. New episodes come out weekly on Saturdays.