The Acquirers Podcast

Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

Oct 18, 2021
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1
Introduction
00:00 • 2min
2
Investing in the Southern Hemisphere
01:34 • 3min
3
Value Stocks Are Cheaper Than Glamor Stocks
04:23 • 4min
4
The Cat Can't Be Dead
08:39 • 3min
5
Is It Just the Nicotine Pouch That Saves Me?
11:25 • 4min
6
Is Facebook a Good Example of Programmatic Advertising?
15:20 • 3min
7
Is Facebook Really Better Than the Alternative?
18:23 • 3min
8
Travel Baseball
20:57 • 5min
9
The Bicycling Gods Know Each Other Pretty Well
25:35 • 3min
10
Is There a Way to Recreate Yourself Through an ETF?
28:27 • 4min
11
Is There a Binding Growth to Your Valuation?
32:31 • 4min
12
Charley's Not Used to Buying and Having It Go Down.
36:09 • 2min
13
The Pandemic - The Only Time of Year You Can Do It
38:30 • 2min
14
Oil
40:05 • 2min
15
We're Letting the Gas Out of the Ground
41:59 • 2min
16
Thelik Hasn't Touched Bank of America, Right?
44:01 • 3min
17
Electric Cars
46:55 • 3min
18
Ther Ap at the Gem, and Then I Cry, and Then I Cry
50:19 • 3min
19
Is Mark Toy a New Jersey Specific Investor?
53:15 • 5min
20
I Hope It Works, Baba
58:28 • 4min