

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