Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

1

Introduction

00:00 • 3min

2

Is the New Dramatic Park Coming?

02:37 • 2min

3

A Top Gun Maberick for People Watching on the Screen Right Now

04:23 • 2min

4

The Astbe 500 Is Down 21 %.

06:03 • 2min

5

The Long Term Performance of Bonds and Stocks

08:17 • 2min

6

How to Find Yield in Bonds

10:12 • 3min

7

Stocks and Bonds Are Both Cheap

12:58 • 2min

8

Do You Have a Portfolio Approach?

15:23 • 4min

9

Is There an Inherent Hedge Investing?

18:55 • 4min

10

Do Value Investing Frameworks Really Save You From You?

22:45 • 3min

11

Is Your Business Generating Cash or Generating Debt?

25:45 • 5min

12

Is Wall Inflation Going Up?

30:33 • 3min

13

Are We in a Bubble? Questioned Mark

33:19 • 2min

14

Is It Easier to Sell a Stock if It's Purely on Valuation?

35:41 • 2min

15

Is Shore a Media Property?

37:34 • 3min

16

Streaming - Is There a Competition Coming In?

40:28 • 2min

17

Streaming, Is It Cheap as a Tex Stock?

42:42 • 3min

18

Adding a Level of Practicalness to an Investment Case

45:38 • 4min

19

Can They Really Raise Rates?

49:14 • 2min

20

How to Build an Audience at Large

51:20 • 6min

21

Is Wall Street Trying to Drive New Subscribers?

57:00 • 2min

22

What's the Creative Process in the Show Business?

58:44 • 5min

23

Are You Going to Release a Big Movie?

01:03:24 • 2min

24

What Do You for in the FTI C Call Report?

01:05:02 • 3min

25

Do You Read the Call Report?

01:07:57 • 5min

26

How to Decipher Between Value Stocks and Value Traps

01:12:47 • 4min

27

The Effects of Luck Versus Other Factors

01:16:50 • 5min

28

How Do You Have Your Cake and Eat It Too?

01:21:27 • 5min

29

What's the Difference Between Growth and Growth?

01:26:22 • 5min

30

Acyclical Growth in Credit Cycles

01:31:13 • 2min

31

How to Get Higher Valuation on Your Stock

01:32:49 • 2min

32

Is It Easier to Judge Value Stocks From a Value Trap?

01:34:57 • 2min

33

Nefi Is a Very Profitable Company.

01:36:29 • 3min

34

Are There Any Other Vital Signs?

01:39:04 • 6min

35

The Differences Between Meta and Ne Sant Napfux

01:44:53 • 2min

36

Is Neflix in a Better Place?

01:46:55 • 6min

37

Is the Growth Getting Comfortable With?

01:52:32 • 3min

38

Is the Company's User Experience a Big Issue?

01:56:01 • 3min

39

Can Game's Workshop Grow and Get More Fans of Warhammer?

01:58:37 • 3min

40

Is There a Fine Line Between Jobs and Jobs?

02:01:45 • 4min

41

Game Workshop

02:05:15 • 3min

42

What's the Threat of Substitutes in Streaming?

02:07:51 • 4min

43

How Much Is Net Flex Down as the Stocks Coby?

02:12:19 • 3min

44

Games Work Shorp

02:15:34 • 4min

45

Is Your Company a Good Business?

02:19:17 • 5min