The Acquirers Podcast

Value After Hours S03 E38 Drawdowns, How Does Quality Work? and Love and Meditation, Bad Ideas, OTC sales

Oct 11, 2021
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1
Introduction
00:00 • 2min
2
I Apologize for Making a Joke and Saying Someone's Name
02:15 • 5min
3
The Best Contra Indicator
06:58 • 2min
4
Is There a Draw Down Going Around Cancana?
08:41 • 2min
5
How Does Quality Work?
10:47 • 5min
6
The Returns to Quality Are Flattish
16:01 • 3min
7
The Price of Quality Is More Expensive Now Than It Was in Two Thousand and 18
19:20 • 4min
8
Is the Competitive Landscape Getting Tougher?
23:26 • 2min
9
The Cambrian Explosion
25:34 • 2min
10
You Know, It's a Single Person Venture, You Know?
27:51 • 3min
11
Defy Bitcoin
30:36 • 2min
12
Stock Market Returns and Hospital Admissions
32:12 • 5min
13
The Secret of Taking Out Now
37:23 • 2min
14
Is Your Asset Allocation Reflective of Your True Risk Tolerance?
39:00 • 3min
15
Is the Energy Spike Going to Last?
41:54 • 2min
16
Oil and Gas
44:03 • 2min
17
Oil and Gas - Is That What You Want?
46:01 • 2min
18
Fairfax Trading
48:01 • 2min
19
Is the Hall Valley Cycle a Good Investment?
50:12 • 2min
20
Is It a Security Issue?
52:25 • 2min
21
Restoration Hardware - I Don't Want to Talk About It, but Anyway, a William Sonoma.
54:20 • 2min
22
Crocks - Ids Ar Fagan, Hope and Kids Love Em
56:39 • 3min