

IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
4 snips Jan 7, 2024
Topics discussed in this podcast include potential iRobot/Amazon merger, Mt. Rushmore of management teams, preferred sectors for 2024, uncertainty of bubble endings, and businesses with unassailable moats.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Impressions of the Colombian Economy and Podcast Name Change
02:13 • 2min
Reviewing Listeners' Questions and Discussing Industry Sectors
04:18 • 3min
The Potential Acquisition of iRobot by Amazon
06:58 • 11min
Debating the Impact of Acquisitions and Regulatory Changes on Companies
18:21 • 2min
Top Five Management Teams
19:56 • 19min
Unassailable Business Gems
39:18 • 15min
Predictions for Nasdaq Performance and Learning from Past Mistakes
54:30 • 8min