Investing Unscripted 80. How Well Do You Know Your Stocks?
Nov 25, 2023
The podcast discusses the importance of understanding the companies you invest in and the industries they operate in. They also talk about expressing disappointment during the holiday season. The potential drawbacks of extensive company knowledge and finding a balance are debated. The effectiveness of a company's monetization model and product stickiness is analyzed. Frustrations with stocks and economic factors like inflation are expressed. Disappointments with Boston Omaha and Disney are discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 1min
Investing Strategies and Knowledge
01:29 • 9min
The Importance of Revenue, Margin Profiles, and Cash Flow Profiles
10:05 • 12min
Reevaluating Economic Moats and Executive Incentive Structures
22:16 • 5min
Knowing Too Much: The Potential Drawbacks of Extensive Company Knowledge
26:48 • 22min
Analyzing a Company's Monetization Model and Moats
48:19 • 3min
Expressing Frustrations and Criticizing Stocks and Inflation
51:27 • 2min
Disappointment with Boston Omaha and Disney
53:06 • 3min