Focused Compounding Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
Nov 4, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
Invest With Focus Compounding
01:39 • 6min
Do You Think the Market Can Predict Future Earnings?
07:49 • 5min
Do You Still Think About Investing?
13:14 • 3min
I Don't Invest in Real Estate but I Did Just See That and I Was Like Wow Is That the Best Predictor of a Recession?
15:48 • 4min
Are We Gonna Have a Recession?
20:14 • 4min
Do You Think That Inflation Will Come Down?
24:34 • 2min
Do You Think We're in the Situation We Are in Now?
26:20 • 2min
Is the Stimulus the Reason for the COVID?
28:24 • 5min
What's That E Gonna Do Going Forward?
33:08 • 5min
The Dual-Class Ad Agency Versus Other Advertising Things?
38:17 • 1min
Share Structure
39:43 • 2min
How to Control All the Information Inside a Company
41:53 • 6min
TikTok - What's the Expectation of the Stock Price?
47:36 • 3min
The Twitter Mismanagement Isn't It Crazy?
50:22 • 5min
What Is AMD's Market Cap?
55:17 • 3min
Predicting the Durability of a Business
58:15 • 4min
Facebook vs Over-the-Counter Markets
01:02:25 • 5min
Blackberry and Apple
01:07:15 • 3min
Is Buffett a Genius?
01:09:56 • 2min
The Mid Cap Edition Is Going to Be a New Segment
01:12:24 • 2min
The Next Stock UHS Universal Health Services
01:14:37 • 2min
Is the Dividend Too Expensive?
01:16:11 • 2min
The Return I Invested Capital Isn't That Crazy, Right?
01:17:52 • 2min
The Return Equity Strong 25% 10-Year Kager and Revenue Good
01:19:38 • 2min
What's the Cash Flow in a Recession?
01:21:20 • 4min
Is It a Recession or a PE?
01:25:24 • 1min
Tesla Is a Good Example of a Microcap in a Cyclical Economy
01:26:26 • 5min
Accounts Receivable Turns to Cash in Three Months or Less
01:31:29 • 4min
Totally Cyclic Business
01:35:34 • 2min
Is It Possible to Survive the Cyclical Cycle?
01:37:53 • 2min
Focus Compounding Podcast
01:40:02 • 4min