The Acquirers Podcast

Value After Hours 05 17: Value Stock Geek on Deep Value, Hindenburg on Icahn, Regional Bank Canaries

May 8, 2023
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1
Introduction
00:00 • 2min
2
Valley Stock Geek: The Legend of the CIA
01:32 • 2min
3
IEP: A Limited Partnership With a Funny Structure
03:57 • 2min
4
How to Short a Trust
06:01 • 1min
5
The Volatility of the Bond Market
07:28 • 2min
6
The Risks of the Mortgage Rate Increases in the Housing Market
09:10 • 3min
7
The Weird Portfolio Deals With a Crisis Like This
12:36 • 5min
8
How to Pick the Right Stocks for You
17:48 • 2min
9
How to Valuation a Stock
19:32 • 5min
10
The Real Estate Market and the Impending Recession
24:50 • 2min
11
Valero's Energy Company
27:05 • 2min
12
The Future of Small Cap Value
29:10 • 2min
13
The Gambler Who Cracked the Horse Racing Code
30:46 • 2min
14
The Kelly Formula for Predicting Horse Racing
33:15 • 2min
15
The Rise and Fall of Andy Benner
35:41 • 4min
16
The Effect of Betting on Popular Opinion
39:42 • 2min
17
The Parallels to the Stock Market
41:28 • 2min
18
The Power of Rebalancing
43:48 • 2min
19
The Power of Investing
45:34 • 2min
20
The 90s Berkshire Hathaway Meetings
47:23 • 2min
21
Seed Round Series A, B, C Prices Are Down a Little Bit
49:37 • 2min
22
The Parallels Between the Nifty 50 and the NASDAQ
51:21 • 3min
23
The Rise and Fall of Ben Graham Prices
54:15 • 2min
24
The Market Valuation of International Companies
56:19 • 2min
25
The Shill of PE Is Too High
57:55 • 3min