

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research
Feb 6, 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
Introduction
00:00 • 2min
Getting Through a Tough Time
01:38 • 2min
What Are You Going to Talk About?
03:17 • 2min
Starbucks Has Got to Be Back, Right?
05:24 • 2min
Is C's Getting Cheaper?
07:05 • 5min
SPX Retail Participation Is Back to Levels of April Last Year
12:05 • 2min
What Is Volatility?
14:26 • 2min
Is It a Big Levered Bet?
16:11 • 3min
Is There a Market Prognosticating Strategy?
18:48 • 2min
Rate Cuts After Great US Bubbles
20:43 • 4min
Is Chad GPT a Cheat Sheet for Colleges?
24:41 • 2min
Chat GPT Passed That One?
26:51 • 1min
The Biggest Short Coverage Since June 2022
28:18 • 4min
Is There a Longer Tail to This Than You're Giving Credit For?
32:24 • 3min
Do You Want to Do Your Vegetables?
35:19 • 2min
What Is It All About Luck?
37:00 • 5min
Buffett's Sense of Egoism in the Investment World
42:26 • 5min
I'll Get It Done for Berkshire Has
47:32 • 2min
Kavana's Up 113% Year to Date
49:23 • 2min
The Richest Man in the World Is the LVMH
51:11 • 2min
SG&A in R&D Is a Hamster Wheel
53:15 • 2min
Is Peloton a Freemium Model?
54:55 • 2min
I Don't Know What's Going on Under the Hood
56:29 • 2min
Is There a Hard Landing?
58:33 • 3min