

Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Sep 29, 2022
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 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 3min
Bond Market in the United States
02:44 • 5min
Against the Dollar, All Countries Have Moved a Lot
07:46 • 2min
Investing in Poents
09:18 • 2min
Is It Purely From a Purchasing Power Paroty Perspective?
11:14 • 4min
What's the Business Mix in the United States?
15:13 • 2min
Why You Shouldn't Just Buy Stocks Outright
17:38 • 5min
Can You Hedge the Currency?
22:20 • 5min
Is the U K the Most Attractive Stock?
27:36 • 5min
Dominoes in the Us
32:26 • 2min
Dominoes Pia vs Howdon Joiner?
34:11 • 6min
Dominoes
39:45 • 4min
Is It a Good Idea to Buy Back a Lot of Stock?
43:23 • 3min
The Stock Is Down 53 % a Year to Date
46:42 • 2min
Dominos
48:31 • 5min
Dominoes, Houton Joinery and Hilton Food?
53:23 • 5min
Dominos
58:16 • 2min
Dominoes in the Uk
01:00:04 • 3min
Game's Workshop
01:02:56 • 4min
Dominoes
01:07:11 • 3min
Would You Analyze an Insurance Company Not in the United States?
01:10:26 • 2min
Investing in a Bank in the United States?
01:12:42 • 4min
Are There Things You're Thinking About With This Company?
01:16:38 • 4min
Is There a State Own Insurance Programme?
01:20:14 • 3min
Hurricane Insurance
01:22:54 • 3min
Investment Leverage
01:25:56 • 4min
Buffett Invested in a Few Companies, Right?
01:30:15 • 2min
The Importance of Management in the Insurance Business
01:32:15 • 6min
How Do You Get Out of Insurance Companies' Management Meetings?
01:38:00 • 4min
Buffett's Pattern in Insurance
01:42:09 • 4min
Investing in Insurance - Is There a Problem?
01:45:49 • 4min
Is There a Cyclicality?
01:50:17 • 2min
Price to Book
01:52:20 • 3min
Focus Compounding Podcast
01:55:20 • 2min