The Acquirers Podcast

Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

Sep 26, 2022
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1
Introduction
00:00 • 2min
2
Is It the Seawolfs?
02:03 • 2min
3
What's Up on Deck Today?
04:07 • 2min
4
The News Cycle Is What They Say
05:49 • 2min
5
How Do You Calculate Your Compound Return?
07:47 • 2min
6
I Think Buffet Paid Like 22 Times for Coke
10:00 • 2min
7
What's the Point of Style Drift?
11:46 • 4min
8
Is Globalization Coming Backwards?
15:40 • 2min
9
I'm Going to Bet You're 12 and Counting It?
17:38 • 3min
10
SaaS Transition
21:06 • 3min
11
Is There a Case to Be Made That the S&P 500 Is the Next Nifty 50?
24:03 • 2min
12
The Nifty 50 - What's Your Three Names for Them?
25:41 • 2min
13
Is Camping World the Big Pyramid or the Best Pro Shop?
27:33 • 2min
14
The Science of Hitting
29:11 • 3min
15
The Shillerp Isn't a Drug, but It Feels Cheap in 2010
31:43 • 2min
16
The Story of the Fake Vermeer
33:19 • 5min
17
Are You Overconfident in What You're Looking At?
38:05 • 2min
18
Are You Asking the Right People for the Right Things?
40:01 • 2min
19
Is That a 100 Dollar Bottle of Wine?
41:54 • 2min
20
Is the Bull Case in COVID at 365-09?
43:37 • 2min
21
Is Comcast Going to Retire Shares?
45:55 • 2min
22
Is There a Risk That Newer Oil Companies Will Steal Their Market Share?
47:49 • 2min
23
Is That the Case?
50:08 • 2min
24
Toby, I'm Just Pulling Up Alibaba Now.
51:45 • 2min
25
Is It a Five Year Low?
53:21 • 4min
26
Are You Selling Your Home?
57:18 • 3min