
 Focused Compounding EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
 Feb 23, 2022 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24 
 Introduction 
 00:00 • 2min 
 Thers en Og, Is That New? 
 02:26 • 2min 
 Berkshire's Acquisition of Acdivision? 
 04:14 • 3min 
 Buffett's Not a Buffett Investor. 
 07:31 • 2min 
 Is This a Vanguard S P Y Position? 
 09:35 • 3min 
 How Much Is the Price to Day Sac Meta Meta Platforms 
 12:31 • 2min 
 Is He Just Sold Out of Oli Baba? 
 14:09 • 2min 
 Investigow Bottom on 20 15 or Something? 
 15:43 • 3min 
 What's the Difference? 
 18:40 • 2min 
 Abro Loves a Love Microde Michael Burry 
 20:18 • 2min 
 Ivan, Is It a Lot of Questions on on Ali Baba? 
 22:10 • 3min 
 The Reported Price Difference 
 25:11 • 2min 
 The Stock Market Is Down 20 %, Right? 
 26:57 • 5min 
 Camly's Stocks - How Much Before Covet? 
 32:24 • 2min 
 What's the Difference Between the S and P Stocks? 
 34:41 • 2min 
 The Stock Is Up One Thousand, 376 Verse the S an P 500 at 618 %. 
 36:17 • 3min 
 Is Scrata Triple Leverd a Good Stock? 
 38:56 • 3min 
 How Do You Handicap a Covid Burst? 
 41:40 • 2min 
 Is This Company Cheap Yet? 
 43:32 • 2min 
 Is Craft Beer a Leader in the Market? 
 45:04 • 3min 
 Those Aren't the Worst Cases, Right? 
 48:03 • 3min 
 The Scale Advantages of Wine 
 51:27 • 4min 
 Is Cudock a Colored Coat? 
 55:44 • 3min 
 Is This a Seli Conductor Company? 
 59:06 • 2min 
