Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

1

Introduction

00:00 • 4min

2

Do You Think the Fed's Rates Have Piqued?

04:14 • 3min

3

The Fed Funds Rate Will Be Different Than Bank Deposit Rates

07:21 • 2min

4

Is There a Recession?

09:25 • 4min

5

What's the Effect of the Fed on the Economy?

13:33 • 4min

6

Celsius

17:20 • 3min

7

Is There a Multiple Expansion in a Stock?

20:49 • 2min

8

The Price to Gross Profit Thing Is Really a Problem

23:11 • 3min

9

How Much Does Gross Margin Vary?

26:30 • 5min

10

What Is the Point of Price to Book?

31:30 • 2min

11

Is All Es a Stock That's Having a Tough Slog?

33:21 • 5min

12

The Unit Economics Are Great

38:04 • 4min

13

Are You Competing With Amazon Prime Customers?

42:04 • 3min

14

The Negative Side of Operating Leverage

45:31 • 3min

15

How to Value a Company by Increasing Returns on Capital?

48:49 • 4min

16

Is There Reinvestment Risk in the Stock Market?

53:17 • 2min

17

Why Bibacks Are Always Good for the Investor

55:35 • 5min

18

I Don't Use a Formula, but It's Not a Formula

01:00:31 • 5min

19

The Valuation Topic Is Not All Soundactual Piss

01:05:43 • 3min

20

What Does Dependency Mean to You?

01:08:59 • 3min

21

Do You Know if You Have Insufficient Bargaining Power?

01:11:43 • 3min

22

Advertising for Coca Cola

01:14:56 • 4min

23

The Relationship Between Scale and Market Power

01:18:38 • 2min

24

Private Label

01:20:57 • 3min

25

The Advantages of Having a Niche Market

01:23:59 • 1min

26

Is Growth the Biggest Danger in an Industry?

01:25:25 • 4min

27

The Most Important Thing About Dependency With Your Customers

01:28:57 • 4min

28

Is There a New Way of Doing This?

01:33:09 • 2min

29

Do You Have the Best Mouse Trap?

01:35:02 • 4min

30

Are You the Best at Doing Ax?

01:38:47 • 4min