Michael Mitchell - Fundamental Opportunist

1

Introduction

00:00 • 2min

2

CVC - The Business of the Future?

01:49 • 2min

3

How to Change Your Floor in 90 Days or Less

03:29 • 2min

4

How Do You Decide Between Thesis Creep and Reality?

05:06 • 2min

5

Investing Capital - The Number One Thing I Look For

06:45 • 1min

6

How Do You Know if Youre Wrong?

08:12 • 2min

7

Retail, You Can't Just Walk in and Make Money

09:47 • 2min

8

The Good Business, Never Sell

11:20 • 2min

9

Don't Buy Quality by Craft, I Buy Quality

13:21 • 2min

10

Investing in the Market

14:58 • 3min

11

I Don't Expect This to Be Easy

18:15 • 3min

12

How Much Do You Think It Could Go Down?

21:38 • 2min

13

Is That a Good Idea?

23:16 • 2min

14

How to Get Your Money Back With Long Dated Options

24:51 • 2min

15

Charters - I'm Paying 20 Times Fre Captul

27:12 • 2min

16

You've Got a Work Bench at a Table

29:38 • 5min

17

Is Sherry Purchases Working?

34:11 • 4min

18

Don't Buy Stuff, I'm Not a Retailer.

37:48 • 3min

19

Refranchising Restaurants

40:29 • 2min

20

You're Already Doing This, Just Do It More

42:43 • 3min

21

You've Got the Business Sold, You Know?

45:33 • 2min

22

Private Equity

47:50 • 1min

23

Zale

49:19 • 4min

24

Is There a Lifetime Warranty on a Diamond?

53:03 • 2min

25

Then, I'm Not a Toll Idianwell, I'm a Toll Idianwell.

54:44 • 2min

26

I'm Not a Merchandizing Gu, Right?

56:26 • 2min

27

Getting the Capital Out of the Jewelry Business

57:58 • 2min

28

What'll We Do if This Never Gets Better?

59:34 • 2min

29

I've Never Met a Great Analyst, but I Don't Know Who He Is.

01:01:47 • 3min

30

I'm in There. Numbers Are Tanking.

01:04:29 • 3min

31

Theo Pulls It Out

01:07:37 • 2min

32

I'm a Trader, I've Got a Lot of Money on My Hands.

01:09:24 • 3min

33

Is That Really Possible?

01:12:11 • 2min

34

Is It a Cash, Cash Coming Back Thing?

01:13:46 • 2min

35

What Happens When You Don't Know What's Going On

01:15:53 • 5min

36

Is There a Biggest Sponsor Gap?

01:20:25 • 2min

37

The Opportunities Are All Over the Place

01:22:15 • 2min

38

Can One Guy Handle a 20 Billion Dollar Global Operation by Himself?

01:24:37 • 2min

39

Is It Possible to Double the Revenue?

01:26:44 • 2min

40

Is the Option Worth More?

01:28:30 • 2min

41

The Biggest Crime I've Ever Had

01:30:23 • 4min

42

The Cost of Capital of the Business Is a Structural Change

01:34:25 • 2min

43

I Don't Know What the Azure Option Is Worth

01:36:15 • 2min

44

Never Sell Assets - I'm Not Going to Sell My Home

01:37:56 • 2min

45

How Do You Know if All Ten of Em Are Wrong?

01:39:30 • 2min

46

Never Sell - It's Not About a Single Trial

01:41:34 • 2min

47

You Should Have Sold Everything in Two Million Dollars

01:43:31 • 2min

48

You Know What You Can Handle?

01:45:25 • 2min

49

What Happens When You're Short Selling?

01:47:01 • 2min

50

I've Been Working a Lot, but I Don't Have Any People to Respond To.

01:48:49 • 2min

51

Fundamental Analysis

01:50:37 • 3min

52

The Forps 400 Is a Great Example of Fundamental Investors Getting Rich Overtime

01:53:12 • 2min

53

Is This the Time to Be Aggressive?

01:54:51 • 3min

54

Growth Above Inflation

01:57:35 • 2min

55

Growth Solves a Lot of Sins

01:59:17 • 2min

56

Can You Invest All Your Capital Over 20 Years?

02:00:51 • 2min

57

The Eyeballs Are Going to Keep Transforming

02:02:37 • 2min

58

Are You Going to Stay on Twitter?

02:04:47 • 2min

59

You Don't Need Capital, Just Go Do It!

02:06:55 • 2min

60

The Dummest Guy in the Room Is Making the Most Money

02:09:08 • 2min

61

Is the Real Price Setting Mechanism Working?

02:10:40 • 2min

62

Flo Sobtheoget on Good Terms.

02:12:13 • 3min

63

Why People Shouldn't Be Putting Heavy, Heavy Risk On

02:15:33 • 2min

64

The Share Price Goes Higher, So You Get Better People

02:17:41 • 2min

65

Stock Options

02:19:25 • 2min