The Acquirers Podcast

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

Jul 24, 2023
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1
Introduction
00:00 • 3min
2
The Markets Get Quieter Over Some of the People
02:42 • 2min
3
The Market's Diffusion of Data
04:43 • 3min
4
The Subprime Consumer
07:19 • 2min
5
The Subprime Consumer Is Feeling More Pain Than the Average Prime Consumer
08:57 • 2min
6
The Future of Energy
10:27 • 2min
7
The Role of Price to Book in Natural Gas Equities
11:58 • 3min
8
How to Defend Cyclicals
15:08 • 5min
9
The Mismanagement of Disney's Business
19:49 • 3min
10
The Uncertainty of Today
22:38 • 2min
11
The Five Sources of Uncertainty
24:20 • 2min
12
The Precautionary Principle
25:59 • 1min
13
The Progressionary Principle: A Mitigation Against Black Swans
27:28 • 4min
14
The Importance of Mental Flexibility
31:15 • 3min
15
The Importance of Tail Insurance
33:54 • 2min
16
How to Be a Good Value Investor
35:53 • 2min
17
The Intuition Behind the Data
37:30 • 4min
18
The Fundamentals and the Price That Caused This Lightning
41:27 • 2min
19
The Importance of a Good Stock
43:11 • 3min
20
The Stock Stops 750% and Is a Great Sideline Stock
46:21 • 4min
21
Kathy's Full Time Ratings Driver
50:31 • 2min