Kyle Mowery - Uncovering Hidden Growth Engines

1

Introduction

00:00 • 3min

2

The Macro Back Drop, You Know, Is This Really the Biggest Thing in the Business?

03:05 • 2min

3

What Did O Eight Teach You About Investing?

05:31 • 3min

4

Investing in Small Caps

08:29 • 3min

5

Do You Know What Due Diligence Looks Like?

11:04 • 3min

6

Darling, What Did You See That the Market Was Missing?

13:58 • 5min

7

The Best Investments Aren't Always Required Certan Dipity

18:29 • 3min

8

Energy Security

21:26 • 3min

9

Is There a Difference Between Shorting and a Microatem?

23:59 • 3min

10

Investing in Real Estate

26:54 • 2min

11

Is It a Good Decision?

28:46 • 2min

12

Chad, I Love Chad

30:26 • 4min

13

Investing in High Quality Businesses

34:23 • 5min

14

Are You a Cyclic Investor?

39:14 • 5min

15

Are You Underestimating the Next Investment Cycle?

44:24 • 3min

16

Are You Trying to Beat It Into Your Own Head on Narrative?

47:20 • 2min

17

Do You Know What You Own or What You Know?

49:03 • 2min

18

How to Raise Money for a Single Idea?

50:37 • 2min

19

Is There a Platform to Help Small Cat Managers?

52:56 • 2min

20

The Alligator Community

55:20 • 2min

21

How Did This All Start?

57:39 • 3min

22

Is Your Asset Class in Favor?

01:00:29 • 2min

23

I've Paid You a Grand Total of Zero Dollars for That

01:02:27 • 2min

24

What's the Difference Between Inflation and Employment?

01:04:05 • 3min

25

Investing Through Cable

01:07:29 • 3min

26

Cable Cowboys - Is Cable Really a Good Idea?

01:10:09 • 2min

27

I Don't Have an Opinion on Things, but I Dont Know.

01:11:57 • 1min

28

The World Is Fun. Berkshireis Crazy.

01:13:26 • 2min

29

A, I'm Hopeful, A, We'll See What Happens

01:15:24 • 2min