Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

1

Introduction

00:00 • 2min

2

The Slowdown in the Stock Market

01:49 • 2min

3

The Five Stocks That Make Up the SCP 500

03:41 • 4min

4

The Future of Apple's Vision Pro

07:39 • 4min

5

Six Flags: A Signal to Investors

11:22 • 6min

6

The Pros and Cons of Coming From a Different Industry

17:05 • 2min

7

The Reorganization of Disney

19:31 • 4min

8

The Differences Between Oil Companies and Banks

23:29 • 2min

9

Dillards' $500 Million Share Buyback

25:05 • 2min

10

How to Grow a Retail Business

27:28 • 4min

11

The Dangers of Going Public

31:01 • 4min

12

How to Tim the Cycle of Stock Prices

34:39 • 3min

13

How to Sell Stocks and Buy Back

37:43 • 2min

14

The Importance of Price Action in Stock Trading

39:24 • 3min

15

The Importance of Not Having Debt in an Oil Company

42:27 • 4min

16

The Range of Outcomes of Oil

46:51 • 5min

17

The Problem With Natural Gas

52:14 • 4min

18

The Cap Allocation Cycle in Oil

55:47 • 4min

19

The Pros and Cons of Lithium Mines

59:20 • 2min

20

The Role of Permits in the Moat Right

01:01:29 • 4min

21

The Importance of Investing in a Games Workshop

01:05:03 • 2min

22

The Importance of Having a New CEO

01:06:50 • 3min

23

The Future of VTS

01:10:02 • 2min

24

The Unfocused Compounding of Stella Jones

01:12:09 • 3min

25

The History of a Microcap Company

01:15:19 • 3min

26

Nathan's Famous Ink

01:18:25 • 4min

27

The Stock's Drop in 2022

01:22:04 • 2min

28

The Return Margins of a Private Label Company

01:23:38 • 2min

29

The Rise and Fall of Red Meat Type Companies

01:25:56 • 2min

30

Hilton Food and Seller Jones' Cost Plus Business

01:27:57 • 2min

31

Dover Motorsports: A Review

01:30:04 • 3min

32

The Negative Effects of Not Talking to Management

01:32:39 • 2min

33

The Risks of Investing in Asset Value Stocks

01:34:27 • 3min

34

The Cost of Investing in a Stock

01:37:02 • 2min

35

The Difference Between a Good Spin-Off and a Bad Spinoff

01:39:21 • 3min

36

Transcat's Transition to a Service-Based Business

01:42:26 • 2min

37

The Effect of Multiple Expansion on Stock Prices

01:44:49 • 2min

38

The Multiple on Price to Sales for Nvidia

01:46:57 • 2min

39

How to Buy and Sell Stocks That Are Expensive

01:49:15 • 3min