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
Do You Have a 25 Point Stock Check List?
01:32 • 2min
Do You Know What the Business Is?
03:34 • 4min
Is the Company Evidently Durable and Is It Evidently Great?
07:17 • 2min
What's the Industry Outlook for the Tobacco Industry?
09:19 • 3min
The Semi Conductor Industry Is a Monopoly, Is It?
12:05 • 2min
Making a Bull and Bar Case for the Company
14:05 • 3min
What's Going Well With Pricing Power?
17:05 • 3min
How to Think About a Transaction in Digit Payments?
19:45 • 3min
What Are the Competitors?
22:50 • 3min
How to Invest in Value Investing Companies
25:26 • 4min
The One to Five Runway for Growth
29:21 • 3min
What's the Cash Position of a Company?
32:14 • 2min
Is the Business Underpinned by a Secular Growth Trend?
34:14 • 3min
How Much Debt Does the Company Have?
37:38 • 3min
Is Management a Revolving Door?
40:42 • 2min
Can You Get a Good Sense for Management?
43:04 • 2min
Real Estate Investment Trust Supplemental Information
45:32 • 3min
What the Seers W T S?
48:32 • 2min
Is the Company Consistently Freecastal Positive?
50:45 • 2min
Is the Share Count Trending?
53:02 • 2min
How to Get Free Cash Full of Per Share Over Time on a Paid Plan
55:30 • 4min
Is the Company Returning Capital to Shareholder?
59:18 • 2min
The 25 Point Stock Track List
01:01:14 • 2min