#42 - Matt Peterson on Selling Seritage, Munger's BABA Mistake & more

Digby Summerhill is a UK based businessman and investor that I had the pleasure of meeting in Omaha in 2022. In this episode he very openly shares his story of business struggles and eventual success, as well as some highlights from a recent visit to Turkey to hunt for deep value investment opportunities. Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Digby:Twitter - https://twitter.com/DigbySummerhillMore 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.Sharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Jason (aka.  @afterdinnerinvestor ) returns to the show after almost a year to talk all things investing!Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Jason, The After Dinner Investor:Twitter - https://twitter.com/afterinvestorPodcast - https://afterdinnerinvestor.com/podcast/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDgMore 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.Sharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Jack Duffley is a Houston based real estate attorney, investor, businessesman and of course the host of  @punchcardinvesting ! It was great to have Jack back on the pod after a couple of years.Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwith tom/Check out more from Jack:https://www.jackduffley.com/links/More 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.Sharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Hamish Hodder is a good friend of mine, and the man behind the successful Hamish Hodder YouTube channel, which recently surpassed 100,000 subscribers. In this episode, we cover everything from the streaming wars, to Australian real estate, and much more.Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Hamish:YouTube -  @HamishHodder Podcast -  @TheYoungInvestorsPodcast  More 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.

Matthew Peterson runs Peterson Capital Management out of Austin TX, and is a returning guest here on the show. In this episode we cover some of Matt's latest thinking on Seritage Growth Properties, Charlie Munger's bets on Alibaba and Tencent, and answer a number of questions from the audience!Enjoy :)Check out more from Matt:Mesut Ellialtioglu e-mail: [email protected] - https://www.petersonfunds.com/YouTube - https://www.youtube.com/channel/UCh7EeAyL3aRc9pa_qCBDf8ATwitter - https://twitter.com/MattPetersonCFAMore 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Tobias Carlisle is a crowd favourite deep value investor, author and podcast host, and makes a return to the show after almost two years!Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Toby:Website - https://acquirersmultiple.com/Twitter - https://twitter.com/Greenbackd/Podcast -  @TheAcquirersPodcast Book - shorturl.at/oEPV2ETFs - $ZIG & $DEEPMore 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

2022 has been a big year here on the podcast, with some amazing guests! Here are some of this year's highlights from the show.Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/More 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Jake had an unconventional start in the investment business after beginning his career in the energy industry. After winning a lunch with Warren Buffett he's gone on to start his own fund, write a book, and launch the investment journaling platform Journalytic!Enjoy :)Check out more from Jake:Journalytic  - https://journalytic.com/Farnam Street Investments - http://farnam-street.com/Value After Hours - https://www.youtube.com/TheAcquirersPodcastThe Rebel Allocator - https://www.amazon.com/Rebel-Allocator-Jacob-Taylor/dp/173268832XJake's Twitter - https://twitter.com/farnamjake1More 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Monsoon Pabrai has had a fascinating journey into the investment world, rubbing shoulders with countless legendary investors. Recently Monsoon starting her own fund, Drew Investments, which applies value investing principles globally. It was a lot of fun speaking with Monsoon, and I hope you enjoy this episode!Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Monsoon:Website - https://www.drewinvestments.com/Monsoon's Twitter - https://twitter.com/Typhoon_GirlMore 'Investing with Tom' content:Main YouTube channel - https://www.youtube.com/investingwithtomPunch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQInstagram - https://www.instagram.com/investingwithtom/Twitter - https://twitter.com/tominvestingContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Brett Kelly is a best-selling author and the CEO, Founder and majority shareholder of Kelly Partners - an accounting firm listed on the ASX under the ticker KPG.AX. I first met Brett in Omaha NE at the 2022 Berkshire Hathaway annual meeting, and am excited to have him join me for an episode of the podcast to share his wisdom!Enjoy :)Sign up for any Sharesight subscription below and get four months free (33% discount):https://www.sharesight.com/investingwithtom/Check out more from Brett and KPG:Website - https://www.kellyparnters.com.auYouTube - https://www.youtube.com/@kellypartnersaccountants/ Brett's Twitter - https://twitter.com/brettkellySYDContact:E-mail: [email protected]:I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decisionSharesight Award winning portfolio tracker. Try it free forever or get four months free with a premium planDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.