Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

1

Introduction

00:00 • 2min

2

The Rise in Yields

02:08 • 3min

3

Is the Yield Curve Still Inverted?

04:53 • 2min

4

Is Powell Still Going to Keep His Mojo?

06:24 • 3min

5

Is There a Risk of Inflation in the Future?

08:55 • 3min

6

Do Deficits Matter?

12:20 • 3min

7

Can Debt Cancellation Be a Recurring Issue?

15:25 • 5min

8

Is There a Difference Between the Fed and the Federal Reserve?

20:53 • 4min

9

The First Eight Things to Look at When Researching a Stock

24:28 • 4min

10

A Lot of This Is the Result of Multiple Expansion and Contraction

28:55 • 3min

11

Stock Charts Can Help You Determine Whether You're Creating Value Over Time

32:14 • 4min

12

What's the Actual Total Return in Arc?

35:53 • 4min

13

Investing in Stock Charts for 15 Years or More?

39:28 • 2min

14

Is There an Ipo That I Should Buy?

41:05 • 2min

15

Getting the Longest Series of a Financials

43:29 • 2min

16

How to Read, Highlight and Take Notes on the Oldest Tenk Anda

45:16 • 3min

17

Do Management Teams Ever Sound Pessimistic?

48:09 • 2min

18

Is This a Business That You're Interested In?

50:01 • 5min

19

How Management Talks About Things, You Know?

54:47 • 3min

20

What Should Six Flags Do?

57:27 • 5min

21

Is Six Flags an Overlooked Stock?

01:02:51 • 4min

22

Movie Clubs Are Getting Closer to What We See With Casinos

01:06:41 • 5min

23

Is That How You Frame an Investment Case?

01:11:26 • 2min

24

Is the Movie Theatre a Leverage Company?

01:13:53 • 2min

25

What's Attendants Like in Stuff?

01:16:03 • 3min

26

Movie Rentals

01:18:48 • 4min

27

How to Refinance a Coveit High Spread Rate

01:22:21 • 2min

28

I Don't Think We'll See a Ton of Casual Going Back Into This Industry

01:24:05 • 2min

29

Can Restaurants Be More Attractive?

01:25:52 • 4min

30

The Long Term Debt Is Not That Unusual

01:29:41 • 4min

31

Leaps Options for January 20 24

01:33:13 • 2min

32

Are the Leaps Really Exercising the Options?

01:34:59 • 2min

33

Disney Plus

01:37:20 • 4min

34

Why Read an Investor Presentation?

01:41:45 • 2min

35

What Are Your Thoughts on Earnings Calls?

01:44:02 • 3min

36

The Ipo or Spin Off Document A.

01:47:10 • 4min

37

Why Read the Proxy Statement?

01:50:52 • 2min

38

What Is Amartization Made Up Of?

01:52:34 • 2min

39

Do You Want People to Continue to Add to That or Not?

01:54:50 • 2min