The Acquirers Podcast

Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

Feb 13, 2023
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1
Introduction
00:00 • 2min
2
The Warner Brothers: A One Foot Hurdle
01:38 • 4min
3
The Importance of Media Exposure
05:29 • 2min
4
The Negative S&P 500 Forward Earning Growth
07:10 • 2min
5
The Tight Spread Is No Good
09:28 • 2min
6
Better, Similar Strategy
11:12 • 3min
7
The Importance of Marginal Utility in Business
14:17 • 3min
8
How to Reduce the Willingness to Sell
17:38 • 3min
9
The Low Rates Phenomenon
20:52 • 2min
10
How to Increase Customers' Willingness to Pay
22:58 • 3min
11
The Pros and Cons of Minimum Efficiency Scale
25:43 • 3min
12
The Effects of Geographical Disruption on Small Business
28:23 • 2min
13
The Effects of Stakeholder Capitalism on the Economy
30:28 • 2min
14
The Importance of Luxury
32:43 • 2min
15
The Big Start to Atrophy and Die
34:37 • 3min
16
The Problem With Airline Travel
37:32 • 2min
17
Microsoft's Chat GPT Will Destroy Google
39:47 • 2min
18
The Bull Case of IBM
41:30 • 2min
19
Google's Monopoly on Eyeballs
43:37 • 2min
20
The Importance of Discipline in Indexing
45:08 • 3min
21
Google's AI Advantage in the Cloud
48:09 • 3min
22
The Future of Tesla Care
51:21 • 2min
23
How to Choose the Right Car for You
52:59 • 2min
24
The Bear Market Rally
55:09 • 2min
25
How to Invest in a Limited Liability Company
57:02 • 2min