The Acquirers Podcast

Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

Mar 6, 2023
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1
Introduction
00:00 • 2min
2
The Pink Podcast
01:33 • 2min
3
Is the Value Spread Closing?
03:14 • 2min
4
Home Depot - What's the View on Home Depot for the Economy?
04:46 • 4min
5
What Drives Home Equity HELOCs?
08:47 • 3min
6
What's the Bottom of the Housing Market?
11:32 • 4min
7
Buffett Letter - What's Your Topic?
15:36 • 4min
8
Are They Pulling Back the Reins a Little Bit?
20:03 • 3min
9
Progressive Personal Lines
22:48 • 2min
10
What Do You Think About the Insurance Industry?
24:50 • 3min
11
I'm a Little Bit Pessimistic About the Economy in General and Housing Everything at the Moment.
27:55 • 3min
12
What's the Average Earning Parallel?
31:10 • 3min
13
Is There a Risk in Google's Ad Spending?
33:56 • 2min
14
BH Energy - What's the Effective Tax Rate?
36:08 • 2min
15
Is the Stock Market Going Crazy?
38:38 • 6min
16
Is Warren Buffett a Good Investor?
44:33 • 2min
17
I'm Just Can't Find It Right Now. He's Not in Favor.
46:41 • 2min
18
The Dividend Payout of Earnings
49:06 • 1min
19
The 12 Investments That Moved the Narrow for Berkshire
50:36 • 2min
20
TSMC to Sell 5% of Berkshire?
52:20 • 3min
21
Are We Going to Get Demonetized?
55:43 • 2min
22
What Do You Think About Calling It Out?
57:16 • 3min