The Acquirers Podcast

Value After Hours 03 46: Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol

Dec 6, 2021
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1
Introduction
00:00 • 2min
2
I Love Seeing Townsville in the House
01:54 • 2min
3
The First Thing I Do When I Get Hit by a Big Account
03:32 • 2min
4
Is There a Bear Market?
05:03 • 2min
5
Is This a Big Bear Market Coming?
07:22 • 2min
6
You Know, It's Not That Fashionable to Hate on Jun John Husman
09:26 • 2min
7
Buffett's Great Super Power
11:37 • 2min
8
You Don't Care, I'm Not Going to Take a Return Below X, but You Can Do It
13:22 • 2min
9
Buffet Needs Apple to Keep Up With Them?
15:47 • 2min
10
Is Ita Stockbes Compensation on Growth?
17:47 • 3min
11
I'm Not Going to Pay a Heroic Multiple So I Can Own Good Businesses
21:10 • 2min
12
You Could Buy Em Here, You Know?
23:24 • 2min
13
Is Your Business Going to Survive?
24:56 • 2min
14
Is It Easier to Focus on the Cheapness of the Business?
26:47 • 2min
15
Is Arcity Overperforming Right Now?
28:22 • 1min
16
The Midcap Valuation Spreads Are Still Very Wide, I Don't Know.
29:52 • 2min
17
Ebit
32:07 • 2min
18
Is It a Cyclical, or a Basket?
33:56 • 2min
19
Is the Change to Subscription Really Taking Over Your Revenues?
36:00 • 2min
20
Are You Over Investing in Growth?
37:43 • 2min
21
What's the Leading Cause of Death in the World?
39:54 • 2min
22
You're Not Dying Before Your Time?
41:31 • 6min
23
Heart Disease - What's Going On?
47:21 • 5min
24
Ike, I'm Gonna Go With It, I Don't Know Howdoe Cant Keep Going.
52:08 • 2min
25
Is Your Heart Speeding Up?
54:10 • 2min
26
How to Reduce Stress in Your Life
56:32 • 4min