Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
2h 22minEp 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
2h 14minEp 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
2h 17minEp 362. Value Stock vs. Value Trap: The Importance of Business Momentum
2h 23minEp 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
1h 25minEp 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
2h 5minEp 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
2h 2minEp 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
2h 3min