041: Portfolio Update For Q1 2021
04/04/21 • 97 min
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In this episode:
Q1 Portfolio Update
Scuttlebutt on Twitter
Covid Variants
Subscribe to the newsletter - https://afterdinnerinvestor.substack.com
In this episode:
Q1 Portfolio Update
Scuttlebutt on Twitter
Covid Variants
Previous Episode
040: Finally Found A Cloud Company
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In this episode:
Vaccine update
How bad weather changed me
Examining why I'm up 100% on Discovery
What companies I cloned from the Q4 2020 13F's
Oracle looks like a heads I win, tails I don't lose much situation
Next Episode
042: Why Did Charlie Munger Buy Alibaba? - Part 1
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Charlie Munger bought Alibaba. Let's find out why.
Initial thoughts about Alibaba.
I bought Alibaba and made a 5% bet.
Questions I need to answer to determine if I should buy more.
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