Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

1

Introduction

00:00 • 3min

2

Do You Know What You're Describing?

03:03 • 2min

3

Do You Want to Be a Comedian?

04:38 • 3min

4

The Podcast - I Don't Like the Interview Style

07:09 • 6min

5

Is Itjs, Tell People, You Think Buffit Was Investing Frauds?

12:46 • 3min

6

Don't Sell a Net Net for a Year

15:24 • 3min

7

Is It Easier to Buy a Basket?

18:00 • 3min

8

Are You Buying a Stock That's Ten Times Earnings?

20:31 • 2min

9

Is This Going to Be the Best Year Ever?

22:06 • 2min

10

Carmart Earnings Jumped a Lot, Right?

23:53 • 2min

11

Price to Book - I Don't Care if Earnings Go Down

25:58 • 2min

12

We're Going to Talk About Berkshire on This Podcast.

28:22 • 2min

13

The Fed Is Raising Interest Rates

30:38 • 3min

14

The Multiples That You Do Pay for These Businesses

33:53 • 4min

15

Are You Beating on the Beauty Contest Againn the Future?

38:19 • 2min

16

How Does the Multiples Work?

40:19 • 2min

17

What's the Best Price to Pay for a Stock?

42:02 • 3min

18

Do You Have a Podcast in Person?

45:16 • 2min

19

The Podcast - A Foing Folat

46:56 • 2min

20

What Do You Think About the Annual Meeting?

48:56 • 2min

21

What's the Difference Between Western and Movie Theatre?

50:52 • 2min

22

How to Acquire a Stockye

52:45 • 3min

23

How to Get More Volume in a Stock Market?

55:36 • 5min

24

What Do You Think He Likes About Berkshire?

01:01:06 • 4min

25

Are Higher Oil Prices Here to Stay?

01:05:15 • 3min

26

Is It a Good Idea to Buy a Stock?

01:08:16 • 2min

27

Is Berkshire a Value Invester?

01:09:48 • 3min

28

Oil Companies Spending Like the Future Was Going to Be the Same as Last Time

01:13:00 • 5min

29

Oil Prices Are Not Good for Oil Companies

01:17:47 • 3min

30

Microsoft Acdivision

01:21:13 • 4min

31

Is Microsa in Play, and It Might Not Work Out?

01:24:54 • 3min

32

I Think It's a Merger Arbitrage Thing.

01:27:59 • 2min

33

Is It a Good Price?

01:30:16 • 5min

34

Are You Interested in a Gaming Business?

01:35:01 • 5min

35

I Think It's a Good Acquisition for Microsoft?

01:40:12 • 4min

36

Is It the Right Thing to Buy?

01:43:51 • 5min

37

Makasof Is a Two Twelfth Dollar Company.

01:49:18 • 2min

38

What Are They Going to Do?

01:51:02 • 2min

39

What's Your Takeaway From the Meeting?

01:52:59 • 2min

40

China

01:54:49 • 5min

41

Ali Baba, Is It a Big Oil Company?

01:59:26 • 2min

42

I'm Ok With the Cheapest Companies and the Highest Quality in Russia, You Know?

02:01:18 • 3min

43

Investing in China

02:03:50 • 2min

44

Do You Trust the Russian Government?

02:05:28 • 5min

45

Is This a Real Invasion of One Country by Another?

02:10:56 • 3min

46

Investing in China Stocks - I'm Not Living in China

02:13:54 • 5min

47

The Revenue Growth Is Not Quite as Good as It Looked

02:18:53 • 2min

48

Twitter Makes More in a Month Than Twitter Makes in a Year

02:20:44 • 5min

49

Twitter vs Twitter

02:25:15 • 2min

50

I'd Buy It, Am, but if I Was Going to Control It, That's for Sure

02:27:36 • 5min

51

Is There a Market for Podcasts?

02:32:26 • 3min

52

Private Equity - Is That a Good Idea?

02:35:47 • 2min

53

Are the Index Funds a Good Place to Invest?

02:38:05 • 4min

54

I'm Making Money for Outside Shareholders

02:42:10 • 4min

55

What Happened to Focus Compounding in a Public Company?

02:46:33 • 2min