Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

1

Introduction

00:00 • 4min

2

Investing in Stocks During a Pandemic

03:52 • 2min

3

The Volatility of Moving Theatre Stocks

05:45 • 2min

4

Advertising in a Recession?

07:48 • 2min

5

How to Buy a Small Cap Stock, You Know?

09:22 • 2min

6

Is There a Strategy to Investing in Stocks?

11:46 • 2min

7

Is This What I Talk About With Banks?

13:31 • 2min

8

The Class Example for the Really Big Stocks

15:03 • 6min

9

Theme Parks?

20:40 • 2min

10

Theme Parks

22:19 • 2min

11

Buffet's Never Ventured Too Far Into the Parks

24:07 • 2min

12

What's the Difference Between Sea World and Cedar Fair?

25:38 • 2min

13

Having Local Advantages Is a Good Thing

27:16 • 2min

14

What's Your Bore on Personal Plus Portfolio Debt?

28:48 • 2min

15

Do You Need More Cash in a Portfolio?

31:00 • 2min

16

Are You Keeping Cash Away?

33:10 • 2min

17

Having 40 Thousand Dollars in Cash Might Mean That You Can't Own Government Bonds

35:22 • 2min

18

Is the Drop in D v a Devida Justified?

37:41 • 3min

19

Is Another Japanese Boom Possible?

40:49 • 2min

20

How Can the Integrative Value of a Firm Increase Over Time?

42:50 • 2min

21

Is There a Difference Between the S and P 500?

44:58 • 4min

22

What Are Expected Returns on Reversed Dsfs?

48:39 • 2min

23

Is It a Better Use of Time to Identify Companies That Have Competitive Advantages?

50:17 • 2min

24

Is There a Substitute for Your Product?

52:20 • 2min

25

A Chemical Company, Not a Us. Type Company.

54:29 • 2min

26

Costs of Good Salt Concen - Is That a Good Idea?

56:38 • 2min

27

A Decline in the Financial Bersi Cermon?

59:08 • 2min

28

Gross Margin in the Last Ten Years

01:00:48 • 3min

29

Is This a Company That You Would Not Be Interested In?

01:03:55 • 3min

30

Buying a Cyclic Company - What Is It?

01:06:39 • 2min

31

Will Lithium Last Indefinitely?

01:08:59 • 4min

32

Is Your Commodity Business Planning a Good Idea?

01:13:28 • 2min

33

Will It Exist in Ten Years?

01:15:41 • 2min

34

Isn't It a Good Idea to Merge Two Streaming Services Together?

01:17:20 • 2min

35

How Long Will It Take to Phase Out Oil and Gas?

01:19:27 • 4min

36

Are You Using Perpetual Assets and Optionality?

01:23:10 • 5min

37

What Kind of Business Do I Not Invest In?

01:28:23 • 2min

38

Is There a Business Model for Generating Cash From Operations?

01:30:05 • 3min

39

The Walmar Throgh Year Average

01:33:07 • 2min

40

Streaming as Competition for Movie Theatres

01:34:46 • 2min

41

Is There a Competition for Movies?

01:36:43 • 2min

42

Is Doctor Strange in Movie?

01:39:10 • 5min

43

Are You Paying More Attention to Balance Sheets as Rates Rise?

01:43:44 • 2min

44

How Investors Should Approach Companies That Go Dark and Stop Reporting?

01:45:47 • 3min

45

How Do You Think About It for a Company?

01:48:34 • 3min

46

The One That Is Harder to Interpret

01:51:34 • 2min

47

Is It Easy or Hard to Qualify a Stock?

01:53:20 • 2min

48

Are You Reading All That Stuff?

01:55:07 • 4min

49

Investing

01:59:34 • 3min

50

Is It Really Hard to Read a Lot Around a Company?

02:02:26 • 2min

51

I Don't Think I Can Invest in This, Right?

02:04:52 • 2min

52

Why Value Messers Hate Bank Stocks

02:06:30 • 5min

53

Are You Trying Too Hard?

02:11:08 • 3min