The Acquirers Podcast

Value After Hours S04 E18: Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine

May 16, 2022
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1
Introduction
00:00 • 2min
2
Do You Draw Down Your Portfolio?
02:19 • 4min
3
Is This Business Going to Be Bigger, Earn More Money and Not Dilute Me?
05:52 • 5min
4
The Best Portfolios
10:36 • 2min
5
Are There New Things Falling Down Into Your Micro Cap World?
13:00 • 2min
6
Investing in Berkshire
15:26 • 3min
7
The Market Loves to Destroy Huberus, You Know?
18:22 • 2min
8
The S M P 500 Over Since 19 65, I Think It's Probably Right.
20:35 • 2min
9
BERKshire Hathaway - 50 % Draw Down?
22:53 • 2min
10
The Volatility of a Portfolio
25:09 • 2min
11
Getting Coiled Every Day. Never Cover
26:46 • 5min
12
Dopa - The Symptoms of Depression
31:39 • 6min
13
Dopamean - The Dopomene of a Reward Trial
37:19 • 3min
14
Dopemagernics and Dopamine Receptors
39:53 • 5min
15
You're Not Giving Yourself a Pleasure
45:03 • 2min
16
Are Companies Communicating With Investors in a Consistent, Transparent Mode?
46:37 • 3min
17
How Are You Thinking About Cash Balances?
49:36 • 2min
18
Is It a Tet Ret?
51:45 • 3min
19
What's My Feeling on Value Real Economy Stuff?
54:34 • 3min
20
Cheap Lotto Tickets - Is That a Good Idea?
57:55 • 3min