Chit Chat Stocks

Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman

May 28, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Bed, Bath and Beyond
01:52 • 5min
3
The Relationship Between Self-Serving Management Teams and Board Approval
07:18 • 3min
4
The Rise and Fall of Amazon
09:52 • 4min
5
Bed Bath and Beyond's Short Squeeze
13:41 • 6min
6
The Sad State of America
19:32 • 3min
7
The Immorality of FedEx
22:27 • 3min
8
The Immorality of the Executive Team at Bed Bath and Beyond
24:58 • 3min
9
How to Bet on Turnaround Stories in Industries That Are Declining
28:13 • 3min
10
Nvidia's Fun Bubble
30:54 • 2min
11
The Pros and Cons of Lowe's Home Depot
32:29 • 2min
12
The Advantages of Home Depot and Lowe's
34:41 • 3min
13
How to Buy a Stock in a Depressed Economy
37:25 • 3min
14
Nvidia Stock Soars 27% Today
40:32 • 3min
15
The History of the AI Bubble
43:40 • 2min
16
Nvidia's AI Strategy Is a Little Too Expensive
45:39 • 1min
17
Crypto and Nvidia: The Same Thing
47:07 • 2min
18
Nvidia's AI Bubble
48:43 • 2min
19
The Best Investor of All Time Is Stan Drunken Miller
50:23 • 2min
20
Carl Icon vs. Ackman
52:29 • 2min
21
IEP's Controlling Shareholder and Icon
54:36 • 4min
22
The Importance of Margin Loans
58:40 • 2min
23
Bitcoin Miami 2023
01:01:09 • 2min
24
Paul Bearers and Black Gospel Choristers Belted Out When the Saints Go Marching In
01:02:51 • 2min
25
All Bubbles Peak in Miami
01:04:28 • 2min