087: Lessons Learned From Party City's Bankruptcy
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - Podcast autorstwa Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
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My story with Party CityPE of 4 is meaningless if the E doesn't growBe extremely careful around debtThe moat was weaker than it appearedNot all debt is equalDistressed equity investingI look at portfolio debtWhere was the innovation?New checklist item - Does management have a massive stake in the business? Are they in the same boat as me?ADI Newsletter - https://afterdinnerinvestor.substack.com/Follow Jason - https://twitter.com/afterinvestor
