

Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
Jul 2, 2023
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
Introduction
00:00 • 2min
The Investing Power Hour
02:15 • 2min
The End of LIBOR
03:51 • 2min
Exponential Fitness and Abusive Franchisers
05:24 • 2min
The Importance of Structure in a Short Report
07:13 • 2min
Geisler's Experience at Interactive Solutions
09:24 • 3min
The Fuzzy Panda Effect on Franchise Economics
12:07 • 2min
Expansive Fitness's Response to the CEO's Report
13:49 • 5min
The Disadvantages of Fitness Concepts
18:51 • 2min
Exponent Fitness: A Battleground Stock
20:33 • 2min
The Long Term Growth of Air Conditioners
22:37 • 3min
The Rise of Shoplifting in the HVAC Industry
26:00 • 2min
The Rise of Self-Checkout Shoplifting
28:00 • 5min
How Target Can Fix Their Self-Checkout Experience
32:30 • 2min
The FTC's Position on the Switch and PC Gaming
34:29 • 2min
Switch Pro: A Higher Quality Game?
36:35 • 2min
Xbox Slash Microsoft's Ten Year Contract Agreements With Steam
38:09 • 3min
Microsoft's Acquisition of Zinga
40:45 • 4min
The Future of Cloud Gaming
44:54 • 2min
Sony's Plan to Buy Activision Blizzard
46:37 • 2min
The Rise and Fall of Activision
48:13 • 3min
Amazon's Failure to Execute on Game Content
51:26 • 3min
The Relationship Between Moats and Intrinsic Value
54:01 • 2min
The Role of Moats in Stock Returns
56:16 • 3min
The Future of Tobacco
58:47 • 2min
The Importance of Reinvestment in HVAC Companies
01:00:45 • 2min