Focused Compounding

EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

Jan 7, 2022
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1
Introduction
00:00 • 2min
2
The Hunter Douglas Company
01:38 • 4min
3
The Price of Coppers Been Up a Lot
05:41 • 3min
4
The E v Isn't Subject, So I Understand This.
08:39 • 2min
5
Is This a Long Term Det Capital Lease?
10:27 • 3min
6
The Stock Looks Like a Fund Is Controling This Company
13:12 • 2min
7
Car Prices - Not Even Back to Pre Covid Peak?
15:38 • 2min
8
Carmart, I Don't Think It's a Great Model for Carmart.
18:05 • 3min
9
Car Loans
21:29 • 5min
10
Do You Have a Market Cap on This Stock?
26:41 • 6min
11
What Are Some Things That You Would Watch for With This Company?
32:26 • 2min
12
Is It as Bad as Them Doing?
34:42 • 2min
13
Gaming Is Not a Growth Industry
36:16 • 3min
14
What's the Difference Between Free Cash Flow and Free Cash?
39:02 • 1min
15
Those Games Are More Attractive to Investors
40:27 • 5min
16
What Is the Net Interest Margin?
45:38 • 2min
17
Do You See What's Getin Picture?
47:15 • 2min
18
Are You Going to Release Thelia?
48:49 • 6min
19
Can You Short This Stock as a Bet on Steel Prices?
54:19 • 4min
20
The Short History of the Stock Market
58:06 • 2min
21
Investing in Mutual Fund Companies, Right?
01:00:09 • 2min
22
The Over Capacity Ice Cream Factory?
01:02:37 • 4min
23
The Debt, Um, Is Retained or Ba, Negative?
01:07:05 • 5min
24
How Much Has It Varieded in Ten Years?
01:11:40 • 3min