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 35
Introduction
00:00 • 5min
Doma, a Fintech, Title Insurance Company.
05:24 • 3min
Red Finns
08:29 • 3min
How Do You View the Co Founder in Terms of Operating Ability and Incundence?
11:01 • 2min
Do You Have Any Spack Ideas That You Can Pitch?
12:58 • 2min
The Growth Cap to Fund Herbs Back, A, G, C, B
14:45 • 3min
I've Got My Man Philip in Here.
17:49 • 2min
I've Got, I'm a Benchmark Fan Boy Boy, Confess.
19:29 • 3min
Soys About That? Yes, Just Wore Good.
22:09 • 1min
The Carbon Footprint of a Blast Furnace
23:33 • 4min
Are You Looking at Other Stocks?
27:04 • 3min
Those Three Algom R T S Tellmen Stand Out
30:10 • 2min
Metals, Metals and Metals - It's Not a Energy Play.
31:42 • 2min
C C C One Is a Monopoly in the Space
33:18 • 3min
Investing in a Body Shop
36:34 • 3min
Is C C C C a Competitor?
39:26 • 2min
Auto Body Shops
41:27 • 2min
Ebada
43:18 • 2min
The Spack Craze
44:50 • 2min
Are You Getting a Lot of Value Out of This?
47:06 • 2min
The Red Vindibate
49:22 • 2min
Is Liquidity the True Value Propd?
50:56 • 2min
What's the Difference Between Open Door and Redfin?
52:35 • 2min
I'm a Huge Open Bull, and I've Been Long Since Ipo B and Also a Massive Open Bull.
54:44 • 3min
Housing Markets Don't Slow Down All at Once, Right?
57:46 • 3min
How Do You Think About Long Term Profitability?
01:00:21 • 2min
Carvana's Model Only Worked if Youre Making Money Making Selling Houses
01:02:37 • 2min
The Only Part of the Business Model That Makes Money, Right?
01:04:08 • 2min
What Is the One to Three Reason Why Open Door Doesn't Make It Profitable?
01:05:55 • 2min
Is That a Mistake or Is It a Misstep?
01:07:45 • 4min
I've Got Any Ideas on Spacks That Are Interesting?
01:11:30 • 3min
The Switching Costs of Dog Toys
01:14:52 • 3min
I'm a Pet Owner and I've a Dog. Is That a Good Idea?
01:17:25 • 3min
What's the Current Enterprise Value?
01:20:36 • 3min
The Long Spectacular Is Probably Worth One 30?
01:23:25 • 2min