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
Introduction
00:00 • 3min
Buying a Stock Is Not the Same as Shorting One
03:15 • 2min
Buying a Stock Is an Act of Real Arrogance
05:05 • 3min
Portfolio Management
08:06 • 2min
Investing in a Subprime Lender
10:17 • 3min
Carvana
12:52 • 4min
The Ugly Duckling, Accounting, Shenanigans Playbook
16:28 • 3min
Subprime Is a Shade of Gray
19:08 • 2min
What Is Unit Economics on a Business Like This?
20:52 • 3min
Is Used Car Lending Getting Better?
23:50 • 3min
I Don't Know What I'm Getting Right, but I've Taken Plenty of Pain
26:21 • 3min
The First Bubble That I Really Watched
28:51 • 3min
The 11 Year Old - Trading Cards
31:36 • 2min
Is There Value in Long Term Investing?
33:27 • 2min
The Gold Price Was Down 90%, but the Credit Markets Frozen
35:28 • 3min
Intrepid Potash
38:15 • 2min
The Dillard's and the Sears Thesis Rhyming
40:39 • 2min
Do You Think Sears Is a Good Retailer?
42:32 • 3min
Are You Relying on Asset Values?
45:42 • 2min
The Dillard's - It's Time in the Market, Not Timing the Market
48:11 • 2min
I've Enjoyed Your Podcast With Brandon
50:19 • 2min