The Acquirers Podcast

Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates

Aug 22, 2022
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1
Introduction
00:00 • 2min
2
The Kirkland Short Squeeze Is a New Juice
01:36 • 2min
3
Dos Your Reputation Cost?
03:09 • 2min
4
The Work From Home Pandemic Is Not Stupid, Is It?
05:08 • 2min
5
Is This Market Quiet?
07:15 • 2min
6
The Big Short - What's the Deal?
08:48 • 2min
7
Prisons and Mental Assams
11:08 • 2min
8
Investing in Private Prisons
12:39 • 2min
9
The Ten Year and Three Month Inversion
14:30 • 2min
10
Is There Any Debt Out There?
16:07 • 3min
11
The Boring Twenties
18:44 • 2min
12
Is It Still a Bear Market Rally?
20:17 • 2min
13
Is Liquidity Driving Animal Spirits?
22:43 • 4min
14
Is It Bedbath and Beyond?
26:15 • 2min
15
The a M C Thing, He's a Millionaire Short
27:51 • 2min
16
The Bite Is Not a Debite on the Merits, Man.
29:44 • 2min
17
Is Value Just an Interest Rate Bet?
31:35 • 5min
18
Is the Cash Flow Metric a Ten Year Yield?
36:55 • 2min
19
Is It a Random Miss?
38:29 • 2min
20
Investing in a Meam Strategy, Is It a Real Thing?
40:09 • 2min
21
Is the Momentum the Best Proximity for Growth?
41:42 • 2min
22
Ev, but a Chata Ti O or Herodities, and That I Would Even Heep It.
43:19 • 2min
23
Those Balance Sheets Are Going to Fall Apart at Some Stage
44:52 • 2min
24
Is China Going to Have More Ships?
47:18 • 3min
25
Oil Services Inflation Rain
50:26 • 2min
26
Buffett Has a View on Oil?
52:50 • 2min
27
I'm Just Piggybacking in Him.
54:40 • 2min
28
Don't Do It in Financials, Folks.
56:53 • 2min
29
Is It a Ban or a Ban on the Asset Manager?
58:27 • 2min