Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

1

Introduction

00:00 • 2min

2

What Are Your Thoughts on the Market?

02:00 • 2min

3

What Are Your Thoughts on Free Cash Flow?

03:49 • 4min

4

What's the Most Amount of Turnover in the Market?

07:34 • 5min

5

Why People Wouldn't Invest in a Fund During Covid?

12:21 • 2min

6

How Important Is It to Pay Reasonable Multiples for These Businesses?

14:44 • 3min

7

Alphabet Is a Good Business but What Are the Issues?

17:42 • 3min

8

Is There a Recession in the Online Economy?

20:18 • 3min

9

Is There a Lot More Spending Online Than People Realize?

23:12 • 5min

10

I Don't Think It Changed People's Behavior

28:33 • 2min

11

Is the Combination Ratio Going to Contract?

30:54 • 5min

12

What's the Most Important Thing About Tiktok?

36:17 • 2min

13

Cinemark Stock Price Chart

38:46 • 6min

14

The Pandemic and Its Effect on Movies

44:32 • 2min

15

Cinemark Is a Volume Based Business and So What Are Some Things You Would Be Thinking About?

46:45 • 5min

16

Is There a Need for Recurring Revenue?

52:02 • 3min

17

Do You Think Remakes of Movies Are a Good Use of Your Library?

55:04 • 4min

18

Is Six Flags a Better Stock Than a Cine Mark?

58:51 • 2min

19

The Biggest Concern for Banks Right Now

01:01:02 • 2min

20

The Biggest Risks for Auto Dealerships Right Now

01:03:10 • 4min

21

Is There a Need to Look More at European Stocks?

01:06:45 • 2min

22

Bond Yields Versus Stocks - Is There a Consistent Relationship?

01:08:32 • 4min

23

Free Cash Flow Plus Growth

01:13:02 • 6min

24

Free Cash Flow Is Not Earnings Plus Growth

01:18:44 • 2min

25

What's the Difference Between Ebodine and Free Cash Flow?

01:20:38 • 6min

26

The Cheapest Stock You've Ever Seen in the Market?

01:26:09 • 3min

27

Are You Seeing Super Cheap Stocks?

01:29:22 • 3min

28

Is It Worth Interrupting the Investment Plan to Buy Back Shares?

01:32:24 • 3min

29

How to Learn About an Industry

01:35:33 • 2min

30

How Large Would You Let Those Positions Get?

01:37:18 • 5min

31

Small and Microcap Competitive Advantages

01:41:53 • 3min

32

Carmart

01:45:14 • 2min

33

Um, You Don't Really Get Selection

01:46:58 • 5min

34

Um, You Know, the Net Interest Margin Is Like, Um, It's Not Very Long Term

01:52:18 • 3min

35

You Know, You're a Very Good Customer to the Lender

01:55:12 • 4min

36

What Is a Lost Decade?

01:59:29 • 4min