The Acquirers Podcast

Value After Hours S05 E04: Value Beaten in January, Bears and Rate Cuts, Richard Hamming's Research

Feb 6, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Getting Through a Tough Time
01:38 • 2min
3
What Are You Going to Talk About?
03:17 • 2min
4
Starbucks Has Got to Be Back, Right?
05:24 • 2min
5
Is C's Getting Cheaper?
07:05 • 5min
6
SPX Retail Participation Is Back to Levels of April Last Year
12:05 • 2min
7
What Is Volatility?
14:26 • 2min
8
Is It a Big Levered Bet?
16:11 • 3min
9
Is There a Market Prognosticating Strategy?
18:48 • 2min
10
Rate Cuts After Great US Bubbles
20:43 • 4min
11
Is Chad GPT a Cheat Sheet for Colleges?
24:41 • 2min
12
Chat GPT Passed That One?
26:51 • 1min
13
The Biggest Short Coverage Since June 2022
28:18 • 4min
14
Is There a Longer Tail to This Than You're Giving Credit For?
32:24 • 3min
15
Do You Want to Do Your Vegetables?
35:19 • 2min
16
What Is It All About Luck?
37:00 • 5min
17
Buffett's Sense of Egoism in the Investment World
42:26 • 5min
18
I'll Get It Done for Berkshire Has
47:32 • 2min
19
Kavana's Up 113% Year to Date
49:23 • 2min
20
The Richest Man in the World Is the LVMH
51:11 • 2min
21
SG&A in R&D Is a Hamster Wheel
53:15 • 2min
22
Is Peloton a Freemium Model?
54:55 • 2min
23
I Don't Know What's Going on Under the Hood
56:29 • 2min
24
Is There a Hard Landing?
58:33 • 3min