Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

1

Introduction

00:00 • 3min

2

What the Fed Thinks and How They Communicate Information

03:27 • 2min

3

The Fed's Slow Reaction to Inflation

05:13 • 2min

4

What's the Cause of the Inflation in Japan?

07:36 • 3min

5

Is the Bitcoin Market in a Bear Market?

10:29 • 2min

6

Coin Base

12:22 • 2min

7

Stock Base Compensation - What Happens When Your Stock Price Goes Down?

14:17 • 2min

8

Do You Think There's a Risk to Your Jobs?

16:37 • 2min

9

Stock Base Compensation

18:12 • 2min

10

Do You Think Cash Compensation Could Influence Short Term Thinking?

20:36 • 3min

11

What Do You Think About the Competitive Landscape of a Company?

24:01 • 3min

12

Are You Interested in Slow Growth?

26:40 • 2min

13

Taking Customers From the Other

28:49 • 3min

14

Airlines - What's the Trend in Consolidation?

31:21 • 6min

15

What's the Best Super Market in the World?

37:05 • 4min

16

What Is the Dealing Power of Suppliers?

40:57 • 2min

17

How Much Would You Pay for a Nufli Subscription?

43:14 • 2min

18

Is There a Falling Part?

45:34 • 2min

19

Is Microcaps a Good Business?

47:14 • 3min

20

Is There Anything Like Low Margin Variability in Overturn Investment a Capital Numbers?

49:50 • 3min

21

Market Share Matters a Lot

52:40 • 3min

22

How to Make a Profit in an Industry?

55:35 • 2min

23

Is It a Natural Progression of a Maturing Industry?

57:25 • 3min

24

Is It a Better, More Reliable Business?

01:00:35 • 2min

25

What Is the Best Way to Plan for Long Term Growth?

01:02:15 • 2min

26

How Do You Think About Technological Disruption?

01:04:40 • 2min

27

Consolidation in Banking?

01:06:17 • 2min

28

Do You Know What Your Customers Think?

01:08:21 • 2min

29

Is Your Customer Service Better Than the Rest of the Indin?

01:10:07 • 2min

30

How Easy Is It to Switch From Using One to the Other?

01:11:41 • 4min

31

Is It Qualifiable?

01:15:39 • 2min

32

Is It a Better Brand Than Something Else?

01:17:49 • 2min

33

Consolidation With Big Oil, Does It Help or Hurt People, Consumers?

01:20:13 • 2min

34

Why I Like Sottle Industries More Than Other Industries

01:22:11 • 3min