

EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
Jan 7, 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
Introduction
00:00 • 2min
The Hunter Douglas Company
01:38 • 4min
The Price of Coppers Been Up a Lot
05:41 • 3min
The E v Isn't Subject, So I Understand This.
08:39 • 2min
Is This a Long Term Det Capital Lease?
10:27 • 3min
The Stock Looks Like a Fund Is Controling This Company
13:12 • 2min
Car Prices - Not Even Back to Pre Covid Peak?
15:38 • 2min
Carmart, I Don't Think It's a Great Model for Carmart.
18:05 • 3min
Car Loans
21:29 • 5min
Do You Have a Market Cap on This Stock?
26:41 • 6min
What Are Some Things That You Would Watch for With This Company?
32:26 • 2min
Is It as Bad as Them Doing?
34:42 • 2min
Gaming Is Not a Growth Industry
36:16 • 3min
What's the Difference Between Free Cash Flow and Free Cash?
39:02 • 1min
Those Games Are More Attractive to Investors
40:27 • 5min
What Is the Net Interest Margin?
45:38 • 2min
Do You See What's Getin Picture?
47:15 • 2min
Are You Going to Release Thelia?
48:49 • 6min
Can You Short This Stock as a Bet on Steel Prices?
54:19 • 4min
The Short History of the Stock Market
58:06 • 2min
Investing in Mutual Fund Companies, Right?
01:00:09 • 2min
The Over Capacity Ice Cream Factory?
01:02:37 • 4min
The Debt, Um, Is Retained or Ba, Negative?
01:07:05 • 5min
How Much Has It Varieded in Ten Years?
01:11:40 • 3min