Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

1

Introduction

00:00 • 5min

2

How to Avoid a Recession and a Lower Inflation Rate

05:18 • 3min

3

The Fed Can't Have a Direct Influence on Housing Services

07:51 • 4min

4

Is It a Recession or a Tightening of the Yield Curve?

12:05 • 2min

5

Do You Think That the Fed Is Trying to Lower Rates to Avoid Recessions?

14:30 • 3min

6

Are There Any Leading Indicators That You Shouldn't Look For?

17:15 • 2min

7

How Different Are the Clients for Ad Agencies?

19:42 • 2min

8

Um, So What's the Difference Between a Crypto and a Mortgage Stuff?

22:05 • 6min

9

The Numbers From Rcus This Year-to-Date

27:36 • 1min

10

Marcus Is the Most Solvent Good Job Mark

28:57 • 2min

11

How Do They Predict Movies?

31:25 • 2min

12

The Movies Aren't Coming Back as Strong as I Had Expected

33:26 • 5min

13

The Movie Industry Is on Trend to Get Back to the 2018 Level

38:47 • 2min

14

How to Predict the Market Strength of a Movie

41:14 • 4min

15

Movies That Didn't Do Well in the Opening Weekend

45:16 • 2min

16

The Movies That Don't Perform as They Used to Do Um Um, Now Put Some Boots

47:38 • 2min

17

The Movie Theater Business Is Attracting People Because They Want to Go Out

49:50 • 5min

18

Is Disney Going Back to Movie Theaters?

54:43 • 5min

19

Disney Productions Was Not a Distributor Until After the Supreme Decision

01:00:03 • 2min

20

How to Get Into Theaters?

01:01:52 • 4min

21

The Market Cap of Netflix 162 Billion

01:05:54 • 2min

22

The Process for Generating New Investment Ideas

01:07:51 • 4min

23

Are You Investing in a Company?

01:11:23 • 2min

24

How Much Due Diligence Is Needed When a Company Has a Concentrated Customer Base?

01:13:52 • 3min

25

Is Your Business a Net Net?

01:16:46 • 2min

26

The Net Nets That Aren't Paying Dividends

01:18:43 • 5min

27

Retained Earnings and Cash Flow From Operations

01:23:18 • 2min

28

When Do You Sell Net Nets?

01:25:40 • 5min

29

CCF Chase Corporation

01:30:27 • 3min

30

Um, I'm Not a Big Fan of a Bigger Stock Um Um, but I'd Like to Look at It a Little More

01:33:17 • 2min

31

What's Your Recent Year for Cash Flow From Operations?

01:34:51 • 2min

32

Stocks That Have Infinite Returns, Right?

01:36:42 • 2min

33

Is the Growth Coming From Acquisitions?

01:38:17 • 2min

34

Are We Overpaying?

01:40:18 • 2min

35

The Return on Invested Capital Employed

01:42:20 • 3min

36

How Much Does a Nano Cap Stock Really Cost a Billion Dollar Stock?

01:44:58 • 2min

37

How Much Long-Term Debt Is It 180 Million Okay?

01:46:33 • 2min

38

Is This a Microcap?

01:48:26 • 2min

39

The Dividend Yield Is Very Competitive With the Market

01:50:40 • 3min

40

Is Chemicals a Good Investment?

01:53:32 • 2min

41

What's the Business Description of Nusara?

01:55:27 • 2min

42

Is It Short Term Debt?

01:57:16 • 1min

43

Is This a Super Cheap Stock?

01:58:38 • 4min