Focused Compounding

Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Sep 19, 2022
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1
Introduction
00:00 • 4min
2
The Consumer Price Inflation Isn't Slowing Down as Much, Right?
03:32 • 2min
3
Sticky Price Is More Meaningful Than Inflation Expectations
05:21 • 5min
4
Is Gasolene Prices a Static Cost of Living?
10:12 • 4min
5
Stock Market Volatility in Two Thousand 22
14:25 • 4min
6
Why Are Your Stocks Down?
18:07 • 2min
7
Mortgage Warehousing - What Is It?
19:52 • 6min
8
Mortgage Loans for Multi Family
25:33 • 5min
9
The Growth of Shiller's Equity
30:53 • 5min
10
Do You Have a Preference to Banks That Securitise?
35:57 • 3min
11
Would You Break Your Ten Sales Rule for Something Like Visa?
39:00 • 4min
12
How to Make Money in Stocks
42:43 • 3min
13
Investment Management Firms
45:34 • 2min
14
How Does City Vision Become Profitable?
47:34 • 6min
15
I Has a Lot of Cash Relative to Marca.
53:26 • 2min
16
What's the Difference Between Free Cash and Casual From Operations?
55:12 • 2min
17
What Are Your Next Steps?
57:25 • 2min
18
Bouvet - What Are Your Thoughts?
59:05 • 3min
19
Is It a Us. Stock?
01:02:05 • 2min
20
Investing in the People's Republic of China
01:03:45 • 2min
21
Is the Free Casual Margin Really Higher Than Ebodom Margin?
01:06:02 • 2min
22
The Chinese Stocks Have Sold Off?
01:07:53 • 2min
23
The State of Kansas
01:09:55 • 2min
24
What Are Your Thoughts on the Overall Casino?
01:12:12 • 2min
25
Would You Like to Spin Off the Aviation Business or the Casino Management Business?
01:14:26 • 2min
26
Investing in a Flooring Company?
01:16:09 • 6min
27
Copart
01:21:58 • 3min
28
Is Aisa a Good Dominant Business?
01:24:39 • 2min
29
Is Poris a Microcap Stock That You Would Like to Buy Out Of?
01:26:25 • 3min
30
Are You Generating Casual From Operations?
01:29:46 • 2min
31
How Much Have You Increased Your Sales?
01:31:38 • 6min
32
Is the Stock Going Crazy?
01:37:25 • 3min