

Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels
Sep 3, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
The Tough One That We Came Back
01:43 • 2min
The Importance of Quality in Real Estate
03:22 • 6min
The Greatest Trade Ever
08:59 • 2min
The Mad Max Hellscape
11:09 • 2min
Ackman's Closed in Fund
12:48 • 2min
Tesla's Strategy for a Stock Split
14:39 • 2min
Tesla Is the Key to a Great Future
16:22 • 2min
Tesla's Enterprise Value Forward
18:28 • 2min
QVC: A Dying Brand?
20:20 • 5min
XFINITY: The Future of Curation
25:09 • 2min
The Mispricing of Sears
27:31 • 2min
How to Invest in QVC
29:20 • 2min
The Importance of Mind Share in Investment
31:30 • 2min
The Evolution of Adaptive Selection
33:01 • 3min
The Relationship Between Chin and Hormone
35:47 • 2min
What Are the Spandrels of Your Investment Process?
37:32 • 5min
The Unintended Spandrel of Growth
42:07 • 4min
The Importance of Protecting the Downside
45:49 • 3min
Warren Buffett's Top Holdings
48:47 • 2min
Netflix's Magic Formula Star Portfolio
50:30 • 3min
The Equity Risk Premium Should Have Been Declined
53:34 • 4min
Lacey Hunt's View on the Fed's Future
57:30 • 2min
The Future of Inflation
59:25 • 2min
The Importance of a Good Analysis
01:01:33 • 3min