

#55: Ben Hunt On The Big ’Bust Out’
11 snips May 24, 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
Introduction
00:00 • 3min
The Bust Out of Bed Bath and Beyond
03:23 • 5min
The Story of a Bed Bath Company's Bust Out
08:30 • 3min
Bed Bath and Beyond's Stock Price Takes a Hit
11:35 • 3min
The CEO's Six Year Plan to Save the Company
14:11 • 3min
Steve Tamaris, CEO of Bed, Bath and Beyond
16:43 • 2min
The Rarest Thing in the World: An Activist Investor Wins a Proxy Fight
18:23 • 3min
The CoFounders Family Wins the Proxy Fight
20:58 • 3min
The COVID Rebound
23:56 • 2min
The Importance of Stock Buybacks
25:57 • 6min
The Importance of Votes in the Bust Out Process
31:56 • 4min
The Cartoons of the Bed Bath and Beyond Bust Out
36:16 • 3min
The Benefits of a Buyback Scheme
38:51 • 5min
The Internal Rot in the United States
44:18 • 3min
The Slow-Moving Frog Phenomenon
47:04 • 4min
The Law of Outlawing Bad Decisions
50:35 • 5min
The Debt Crisis in the United States
55:50 • 2min
The Crowding Out Effect
57:36 • 3min
The Power of Generative AI
01:00:59 • 3min
The Source of Hope
01:03:40 • 3min