

068: Intel Special Situation, Alphabet's Earnings, Prosus Buybacks, 2 New Turkish Stocks
Jul 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 5min
The Next Hunder Bagger Is Out There
04:53 • 2min
The Rothman Report for Subsack
07:18 • 2min
What Is the Best Investment of All Time?
09:38 • 2min
Stock Market Trends - When to Hold Em Gather
12:07 • 2min
The Biggest Mistakes in Investing
14:23 • 2min
How to Stop Looking at Your Portfolio Daily?
16:38 • 2min
Is the Business Getting Better?
18:46 • 2min
Share Repurchase Programme Excel - Seven to One Sending the Net Asat Value
20:53 • 3min
What's the Market Cap of Mobie?
24:11 • 2min
Is There a Shortage of Chips in the West?
25:50 • 2min
Is Micron a Good Investment or a Bad Investment?
27:25 • 3min
Is the Business Getting Better?
30:07 • 3min
Are You Not a Phantometa?
33:05 • 2min
The Importance of Writing
34:56 • 4min
Why Would Monish Buy These Two Companies?
39:24 • 2min
What I'm Looking for in a Compounder?
40:57 • 3min