The Acquirers Podcast Value After Hours S04 E09: Devolution of Returns by Decade, Change to Acquirers Multiple, Calloway
Mar 7, 2022
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 22 23 24 25 26 27
Introduction
00:00 • 2min
Cheap Russian Hickories
01:48 • 3min
Is 70 % Down Ok?
04:21 • 2min
Is the Stock Market Going to Shut Down for Five Years?
06:03 • 4min
Investing in a Stock Market, I Don't Know.
09:50 • 2min
Where Do Returns Come From?
11:40 • 2min
The Market Cap Cut Off in the Large Cap Screen
14:07 • 2min
The Greenwood Growth Metricx Is a Good Tool for Picking Stocks
16:14 • 3min
The Value Approach to Investing in Stocks
18:45 • 3min
Do Returns Come From Within a Business?
21:29 • 4min
Multiple Expansion Gives You 16 Point Six Total Return for That Time Period
25:16 • 3min
The Relationship Between Margin and Multiple
28:44 • 2min
How Does the Fang Index Perform Over the Last Ten Years?
30:59 • 2min
I'm Not Sure How You Could Pull That Lever Again.
33:07 • 2min
Do Higher Energy Prices Ever Impact the Margin?
34:45 • 3min
The Long Run Average, Is It Like 16 or 17?
37:34 • 2min
Inflating the Debt Problem
39:27 • 2min
Y, I'm Not Opposite, but You Got Advertessable On.
41:27 • 3min
Is the Inflation Really Seven % a Year?
44:13 • 2min
Adding a Bunch of Working Capital to Your Supply Chain?
45:55 • 2min
Y. You're a Futurist Visionary.
47:41 • 2min
The Fucky Buffet's Calendar Isn't a Good Idea
49:22 • 2min
The Opportunity Cost of Buying a Net Net
51:52 • 2min
Buffet's Ok With Apple Rep Sing Shares, but He's Not Willing to Commit Berksher's Capital?
53:33 • 3min
Can You Pay Out Capital and Get Different Tax Rates?
56:16 • 2min
Is There a Search Function Day?
58:11 • 2min
I Think NFTS Is Over.
01:00:22 • 3min