The Acquirers Podcast

Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

Oct 10, 2022
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1
Introduction
00:00 • 2min
2
The SEC and the Twitter Sitter Agreement Are Not the Same
02:19 • 3min
3
Ray Dalio: Cash Isn't Trash?
05:14 • 2min
4
I Don't Know What's Going to Happen, but I'm Not Sure. Is It a Cyclical Chunk?
07:04 • 2min
5
You Just Nailed the SASS Gap
09:28 • 2min
6
Is AWS the Next Big Thing?
11:18 • 2min
7
Investing in Value ETFs
13:23 • 3min
8
Persistence of Growth in SaaS Software
16:38 • 2min
9
Is Growth Too Hard to Predict?
18:34 • 2min
10
Buying Cheap Shikos Is Really Fucking Hard
20:40 • 3min
11
I Robot Is a Roomba, but It's Half the Price
24:08 • 3min
12
Amazon's Financials
27:32 • 4min
13
What's the Difference Between Amazon and Berkshire?
31:10 • 6min
14
VC Portfolios
36:49 • 4min
15
You're Not Pricing a Commodity Chocolate Bar
40:44 • 4min
16
Byron Bay
44:28 • 2min
17
Is It a Tough Game?
46:49 • 2min
18
Is There a Prediction of an Earnings Recession?
49:18 • 2min
19
Ford Returns - Is That the Right Time to Sell Out?
51:22 • 2min
20
Is It Cheapish?
53:32 • 2min
21
Is It Possible That There's Some Anchoring to the Last Few Years of Extreme Prices?
55:56 • 3min
22
Is the Book Value Moving on You?
58:35 • 2min