The Acquirers Podcast

Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

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