The Acquirers Podcast

Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

Sep 2, 2021
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Episode notes
1
Introduction
00:00 • 2min
2
The Throwback Intro
01:39 • 2min
3
What's the Hale Mary?
03:16 • 4min
4
The Disposition of the Other Side
07:30 • 3min
5
The Shorts Aren't Right, but You Can Be Right
10:06 • 2min
6
Do You Want to Dilute Your Best Ideas?
11:50 • 2min
7
Hail Marys
13:37 • 2min
8
Is It a Hal Mary?
15:09 • 2min
9
How Many Positions Do You Have in Your Portfolio?
16:52 • 3min
10
Investing in Stocks
19:52 • 3min
11
Is There a Difference Between a Good Company and a Bad Company?
22:34 • 2min
12
The Problem With Short Term Options
24:08 • 2min
13
You're, You Must Dream a Little Bigger, Darling.
25:46 • 2min
14
The Second Law of Thermodynamics
27:20 • 4min
15
Why Do You Want What You Want?
31:47 • 5min
16
Are You a Fool or a Spectator?
36:19 • 4min
17
Is There a Poor Man's Version of David Gardener's Strategy?
40:27 • 2min
18
Is There a Supply Chain Problem in the Supply Chain?
42:30 • 3min
19
Is He a Genius?
45:21 • 2min
20
Is It a Good Idea to Sell a Leap on a Security?
47:03 • 2min
21
The Wrong Thing Isn't Sewing.
49:00 • 2min
22
Is There a Difference Between Re Raters and Compounders?
50:43 • 2min
23
Is the Vi Structure Going to End the Hong Kong Shares?
52:49 • 2min
24
Do They Really Want to Just Cut Off International Capital?
54:31 • 2min
25
Is It Hard for China to Destroy These Companies Outright?
56:39 • 4min