
 Focused Compounding 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 
