Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

1

Introduction

00:00 • 2min

2

The One Twelfth Market Capitalization Club

02:09 • 5min

3

The Future of the Stock Market

07:30 • 6min

4

Themes of AI Growth

13:12 • 5min

5

The Problem With Overvaluation in the Industry

17:44 • 4min

6

The Effects of Investing in Stocks

21:18 • 2min

7

The Wall Street Journal's Discussion of the Debt Ceiling

23:39 • 5min

8

How to Think About Probabilities

28:28 • 5min

9

Buffett Continues to Buy Occidental

33:38 • 3min

10

The Value of Occidental Oil

36:14 • 4min

11

The Politics of Cap X Spending

40:24 • 2min

12

The Change in the Capital Allocation Ethos

42:01 • 4min

13

The Importance of Flexibility in Oil Prices

45:32 • 4min

14

The Problems With Uranium Stocks

50:01 • 4min

15

The Market's View on Heritage Growth Properties

54:24 • 5min

16

The Probability of Double Digit Returns in the Common Stock

59:52 • 1min

17

How to Choose the Right Stock for Your Position

01:01:13 • 5min

18

The Risk of Nothing

01:06:17 • 2min

19

The Probability of Getting More Than Zero

01:08:41 • 5min

20

The Advantages and Disadvantages of Spirits

01:13:32 • 1min

21

The Benefits of Liquidation for Commercial Real Estate

01:15:01 • 2min

22

The Banks That Are Facing the Regional Banks

01:16:31 • 2min

23

The Effect of Liquidation on Asset Sales

01:18:10 • 6min

24

How to Make More Money in Your Career Investing in Extreme Situations

01:23:49 • 2min

25

The Importance of Understanding the Odds

01:25:52 • 5min

26

The Green Black Book and Spin-Offs

01:30:33 • 4min

27

The Importance of Durability in Deals

01:34:26 • 2min

28

Lionsgate's Separation of Stars and Studio Business

01:36:43 • 2min

29

John Wick: The Biggest Movie of the Year

01:38:52 • 3min

30

The Future of DreamWorks Animation

01:41:24 • 2min

31

The Potential for a Sell of Hollywood Studios

01:43:34 • 2min

32

The Special Situations of Thunderbird Entertainment

01:46:03 • 3min

33

The Bottom Line on Box Office Mojo

01:48:54 • 2min

34

The Lionsgate Movies That Have Dropped Off by More Than 50%

01:50:59 • 5min

35

Lionsgate's Thunderbird Pitch to Investors

01:56:04 • 3min

36

How to Make Money in Movies

01:59:29 • 3min

37

The Difference Between Knives Out and Lala Land

02:02:53 • 2min

38

The Future of Entertainment

02:04:25 • 3min