Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 5min
How to Solve a Riddle in a Short Term Investing Business
05:23 • 5min
The Inventory Cycle Is Human Nature
10:00 • 4min
Is There a Career Risk for a Purchasing Manager to Be Short on Technology?
14:11 • 4min
Can We Replicate This Analysis Over a Shorter Time?
18:09 • 3min
Short Squeezes Are New, Some of It Is Not
20:55 • 3min
Short Investing - I'm Not Going to Mess With This.
23:50 • 3min
How to Scale for Risk in a Short Book?
27:18 • 4min
The Biggest Profitable Business, Right?
31:16 • 3min
Is the Appliance Industry a Deflationary Good?
33:56 • 3min
Hiring a Platform - Find Top Talent Fast With Indeed
37:22 • 4min
Is the Supply Chain Slowing Down?
41:24 • 4min