

Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Sep 19, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 4min
The Consumer Price Inflation Isn't Slowing Down as Much, Right?
03:32 • 2min
Sticky Price Is More Meaningful Than Inflation Expectations
05:21 • 5min
Is Gasolene Prices a Static Cost of Living?
10:12 • 4min
Stock Market Volatility in Two Thousand 22
14:25 • 4min
Why Are Your Stocks Down?
18:07 • 2min
Mortgage Warehousing - What Is It?
19:52 • 6min
Mortgage Loans for Multi Family
25:33 • 5min
The Growth of Shiller's Equity
30:53 • 5min
Do You Have a Preference to Banks That Securitise?
35:57 • 3min
Would You Break Your Ten Sales Rule for Something Like Visa?
39:00 • 4min
How to Make Money in Stocks
42:43 • 3min
Investment Management Firms
45:34 • 2min
How Does City Vision Become Profitable?
47:34 • 6min
I Has a Lot of Cash Relative to Marca.
53:26 • 2min
What's the Difference Between Free Cash and Casual From Operations?
55:12 • 2min
What Are Your Next Steps?
57:25 • 2min
Bouvet - What Are Your Thoughts?
59:05 • 3min
Is It a Us. Stock?
01:02:05 • 2min
Investing in the People's Republic of China
01:03:45 • 2min
Is the Free Casual Margin Really Higher Than Ebodom Margin?
01:06:02 • 2min
The Chinese Stocks Have Sold Off?
01:07:53 • 2min
The State of Kansas
01:09:55 • 2min
What Are Your Thoughts on the Overall Casino?
01:12:12 • 2min
Would You Like to Spin Off the Aviation Business or the Casino Management Business?
01:14:26 • 2min
Investing in a Flooring Company?
01:16:09 • 6min
Copart
01:21:58 • 3min
Is Aisa a Good Dominant Business?
01:24:39 • 2min
Is Poris a Microcap Stock That You Would Like to Buy Out Of?
01:26:25 • 3min
Are You Generating Casual From Operations?
01:29:46 • 2min
How Much Have You Increased Your Sales?
01:31:38 • 6min
Is the Stock Going Crazy?
01:37:25 • 3min