Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

1

Introduction

00:00 • 3min

2

Oil Markets, Are They Volatile?

03:25 • 3min

3

What's the Difference Between a Price and a Product?

06:08 • 2min

4

How Much Inventory Should You Carry?

08:03 • 2min

5

Amazon, Target, Walmarn, Target and Target Are Trying to Get Out of Their Warehouse

10:19 • 2min

6

What Do You Think About Walmar Target?

11:55 • 2min

7

Are You Receptive to Price Increases?

14:01 • 2min

8

Do You Reduce Your Prices?

15:55 • 3min

9

Gasolene Inventory Levels

18:53 • 3min

10

Twitter

21:38 • 2min

11

What's the Best Way to Buy a Stock?

23:41 • 2min

12

Bank of America

25:18 • 2min

13

Bank of America

27:33 • 2min

14

City Group - What's the Average Return Equity?

29:45 • 2min

15

Into a Rising Rate Environment?

31:27 • 2min

16

How Much Is Too Much?

33:01 • 1min

17

Love the Love Sack Company

34:31 • 2min

18

Carnap Sets - What's the Difference?

37:00 • 3min

19

Is the Love Sack, Cheaper?

39:31 • 1min

20

Warby Parker

41:01 • 3min

21

Is Under Armor a Great Product?

44:19 • 2min

22

Is the Number of Employes of This Company?

46:08 • 2min

23

Expansion of Cryptocurrency

47:39 • 3min

24

How Do You Manage a Company That's Growing That Fast?

50:55 • 4min

25

Is That a Normalized Thing?

54:26 • 4min

26

Growth Is Not the Wrong Strategy

58:27 • 3min

27

Is the Market Growth Too Rapid?

01:00:58 • 4min

28

Coin Base

01:04:49 • 2min

29

Front Door, Front Door Is a Little Interesting, Since It's Almost Back

01:07:05 • 2min

30

Home Service Plans

01:09:00 • 3min

31

Home Service Business Model

01:12:13 • 2min

32

Home Servic vs Home Service

01:14:21 • 1min

33

Are You Getting a Good Return on Investment?

01:15:45 • 5min

34

Are You Capable of Growing Faster?

01:20:19 • 5min

35

Air Lines Recovering a Lot?

01:25:31 • 2min

36

Canadian Stocks

01:27:10 • 2min

37

Is Starlink Taking Over?

01:28:52 • 5min

38

Is This a Health Care Company?

01:33:42 • 1min

39

The Free Cash Casfo Statement - Is This a Good Stock?

01:35:09 • 4min

40

Are They Taking Out a Lot of Debt to Buy Back Stock?

01:39:09 • 5min

41

Expenses and Capital Costs

01:44:25 • 6min

42

The Return Equity Numbers Look Like It's Pretty Not Expensive

01:50:20 • 2min

43

Is Devida or Stella Jones a Better Investment?

01:51:55 • 5min

44

Devida Cash Flow From Operations Is Only 200 Million.

01:56:38 • 7min