The Meb Faber Show - Better Investing Steve Romick, FPA Funds – Live at Future Proof! | #444
Sep 24, 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
Introduction
00:00 • 4min
What's the Frame of Value Investors?
04:17 • 2min
Investing With a Margin of Safety
06:16 • 2min
Are You Thinking About the World?
08:36 • 2min
Are You Investing in High Yield Stocks?
10:17 • 2min
Investing in the Stock Front, Sectors, Singular, Mean
12:29 • 2min
Charter Cable Is a Real Competitors in the Broadband Business
14:07 • 2min
Is Carmax a Growth Engine?
16:14 • 2min
Are the Cable Companies Going Up?
18:06 • 2min
Is Shorting a Macro Problem?
19:54 • 2min
Is There a Dislocation in the Emerging Markets?
22:03 • 2min
Farm Land
24:12 • 3min
Is There a Need for Some Partners in This Business?
27:26 • 2min
We've Done a Lot of Different Things, You Know?
29:31 • 2min
You've Got a Better Market, You Know?
31:12 • 3min
Are ESG Funds Really Good to the Environment?
34:05 • 2min
What's the Market Telling Me?
35:56 • 3min
Value Investing - What's Happened to Them?
38:33 • 2min
I've Owned Retail, You Know?
40:06 • 2min
What Does Quality Mean to You?
41:49 • 2min
Is Microsop Oozing Cash Flow?
43:23 • 2min
Cambria Shareholder Yield ETF
44:59 • 3min