The Acquirers Podcast

Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

Jul 31, 2023
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1
Introduction
00:00 • 2min
2
The Risks of a Bank Run
01:57 • 3min
3
Nvidia's Credit Suites Are at an All-Time High
04:52 • 2min
4
The Market Looks Good
06:41 • 3min
5
The SBR Continues to Be Dwindling
09:52 • 4min
6
The Inefficiency of Wind
13:56 • 3min
7
The Overvaluation of the Oil Market
17:02 • 2min
8
The Insurance Companies Pulling Out of Florida and California
19:24 • 3min
9
The Effects of the Moratorium on Student Loans on Housing Prices
22:22 • 2min
10
The Long-Term Impacts of Lack of Mobility on the Real Estate Market
24:15 • 3min
11
The Importance of Diversified REITs
27:05 • 6min
12
The Attractiveness of Bonds
32:39 • 2min
13
The Tottie Grade: The Ultimate in Biochemical Resilience
34:26 • 2min
14
The Life and Times of Water Bears
36:54 • 2min
15
The Ultimate in Patience
38:34 • 4min
16
Ali Baba: A No Brainer
42:36 • 2min
17
The Dangers of Tech Stocks
44:27 • 3min
18
Interest Expense and Taxes: A Headwind for Net Income Going Forward
46:58 • 2min
19
The Cost of Living in the United States
49:03 • 4min
20
The Talking Hedge
53:22 • 2min
21
The Mistakes of Buying Berkshire
55:27 • 2min
22
The Banks' Return on Common Equity
57:27 • 3min