046: Deciding Not To Clone Seth Klarman On Intel

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

Om Podcasten

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.