The Acquirers Podcast

Value After Hours S04 E08: $FB Facebook, Bull Russia, The Outside View, Camels

Feb 28, 2022
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1
Introduction
00:00 • 2min
2
Adaptive Markets - What's the Key to Revenue Growth?
01:36 • 2min
3
Is Facebook a Social Media Company?
03:13 • 3min
4
Is There Evidence That People Don't Go Anymore?
06:07 • 3min
5
Is Facebook a Weak Position to Be In?
08:39 • 2min
6
Adaptive Markets, Robicas Quoting
10:59 • 4min
7
The Fed Has No Connection to Reality, I've Got No Idea
14:58 • 2min
8
Whata Id You Think of the Er of the of the Coll?
16:39 • 4min
9
Is It a Good Question to Ask a Journalist?
20:55 • 2min
10
What Are the Anomalies in the Natural World?
22:42 • 5min
11
How Can a Camel Reduce Water Loss?
27:44 • 6min
12
Is Tis Russia. Opportunity Right Now
33:23 • 4min
13
The US Stock Market Is a Discount
37:31 • 2min
14
I've Done This Before, I'm Not a Russian, Is It?
39:04 • 2min
15
Is Japan a Stock Market That Performs the Best?
40:43 • 2min
16
Hedge Funds - Is the Nadak Collapse More to Do With Cheap Money?
42:54 • 4min
17
Consumer Durable - What's a Name?
47:02 • 2min
18
What Is Roku's Competitive Edge?
49:29 • 3min
19
Isn't It a Good Idea to Cite Buffet's Returns?
52:54 • 2min
20
I'd Like to Own Lamb Research, but I Don't Know Anything About It.
54:55 • 1min
21
Theas Helty, What's Your Over Under on Five Years From Now?
56:24 • 3min
22
I'm Against the Bad Stuff, and I'm Fol to the Good Stuff.
59:34 • 3min