

Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
May 28, 2023
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 25
Introduction
00:00 • 2min
Bed, Bath and Beyond
01:52 • 5min
The Relationship Between Self-Serving Management Teams and Board Approval
07:18 • 3min
The Rise and Fall of Amazon
09:52 • 4min
Bed Bath and Beyond's Short Squeeze
13:41 • 6min
The Sad State of America
19:32 • 3min
The Immorality of FedEx
22:27 • 3min
The Immorality of the Executive Team at Bed Bath and Beyond
24:58 • 3min
How to Bet on Turnaround Stories in Industries That Are Declining
28:13 • 3min
Nvidia's Fun Bubble
30:54 • 2min
The Pros and Cons of Lowe's Home Depot
32:29 • 2min
The Advantages of Home Depot and Lowe's
34:41 • 3min
How to Buy a Stock in a Depressed Economy
37:25 • 3min
Nvidia Stock Soars 27% Today
40:32 • 3min
The History of the AI Bubble
43:40 • 2min
Nvidia's AI Strategy Is a Little Too Expensive
45:39 • 1min
Crypto and Nvidia: The Same Thing
47:07 • 2min
Nvidia's AI Bubble
48:43 • 2min
The Best Investor of All Time Is Stan Drunken Miller
50:23 • 2min
Carl Icon vs. Ackman
52:29 • 2min
IEP's Controlling Shareholder and Icon
54:36 • 4min
The Importance of Margin Loans
58:40 • 2min
Bitcoin Miami 2023
01:01:09 • 2min
Paul Bearers and Black Gospel Choristers Belted Out When the Saints Go Marching In
01:02:51 • 2min
All Bubbles Peak in Miami
01:04:28 • 2min