The Acquirers Podcast

100th Episode Special: Value After Hours: The Value / Growth Reversal, Munger's Mental Models, $VIX With Special Guests Ian Cassel, Mike Mitchell and Jason Buck

Nov 29, 2021
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
O Reversal, Fellows, Who's With Me?
01:30 • 2min
3
The Hundredth Episode
03:09 • 2min
4
I'm About to Cry Over Cure
04:42 • 2min
5
What's the Story of the Dillard Family?
06:30 • 3min
6
The Money Games Not Over, but It's Not Over
09:16 • 2min
7
The Nicest Guy in the World. I'd Have Dinner With David Robinson
10:56 • 2min
8
Curate Is a Six Dollar Stock
13:16 • 2min
9
Is Micro Cap a Good Time to Look at Companies?
15:12 • 2min
10
Are Youou Cant of Growthy Small and Marcro Is At?
16:46 • 3min
11
I've Been Tagged in a Few of Em, You Know?
19:24 • 2min
12
The Undercurrent Isn't a Big Thing.
21:03 • 2min
13
The Importance of Finding a Company Early
22:44 • 2min
14
You're Taking on a Position, You Know?
25:04 • 2min
15
Getting to a by Decision Quick
26:41 • 2min
16
Invest Uniquely
28:19 • 1min
17
Is That a Good Idea?
29:49 • 2min
18
Is the Fixed Strike Volatility Leaking Over Into the Markets?
31:29 • 2min
19
The Inverse Correlation Between Puts and Balls
33:12 • 3min
20
I'll Be Here, Demonatized on Youtube.
35:56 • 1min
21
Inflation in the Seventies
37:18 • 2min
22
Is the Joint of the Hip the Grandpar of This Market?
39:20 • 1min
23
I'm Not Smart, I'mnot Smart.
40:47 • 2min
24
How Do You Know if You're Buying or Selling a Stock?
42:47 • 2min
25
I've Seen a Lot of Bad Companies Just Take Advantage of Mementum Liquidity, You Know?
44:28 • 2min
26
I'll Just Say, Don't Say to Myself Is Shocking.
46:01 • 2min
27
Crypto Futures Trading
47:36 • 2min
28
The Cockroach Portfolio
49:26 • 2min
29
Is the Liberty Investedday Too Integrating of Investors Asking Detailed Questions?
51:24 • 2min
30
Is This the End of High Growth?
53:25 • 2min
31
How to Find a Business That Can Survive Through a Cove Environment
55:11 • 2min
32
I'm Not Looking for a Hundred Bagges Anymore.
56:56 • 2min
33
Is It a Problem With D T C?
58:39 • 2min
34
The Inverse of Professor Galloway's Portfolio
01:00:44 • 2min
35
A Thousand Brains by JFF Hawkins
01:02:14 • 2min
36
The Brain and Its Functions
01:04:07 • 4min
37
Neal Cortical Columns in the Neural Cortex
01:08:15 • 5min
38
How the Brain Might Work
01:12:57 • 2min
39
Is There a Difference Between a Multiple Voting Brain and a Single Voting Mind?
01:14:50 • 3min
40
How to Be More Confident With Your Company
01:17:25 • 2min
41
Is There a Limit to Position Size?
01:19:00 • 2min
42
How to Outperform a Kelly Spreadsheet?
01:20:32 • 3min