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 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 2min
Taking a Disney Trip? Is It a Good Idea?
01:37 • 2min
Epcot
03:29 • 3min
The Ase's Got to Go On
06:10 • 2min
The Science of Hitting
08:31 • 6min
The Science of Hitting, a One Year Subscription
14:10 • 3min
Apple Is the Single Largest Component of Any S&P 500 Company
17:06 • 4min
Is There an Upper Limit of How Big Can These Companies Get?
21:30 • 2min
Where Do You Think Were on Earnings?
23:51 • 3min
Credit Card Spending Over All Has Now Eclipsed the Pre Pandemic
26:22 • 3min
Are You Bolish Over All in the Story?
29:18 • 3min
The Average Daily Rate for All Araby and Bees
31:50 • 2min
Are Companies Having the Ability to Manipulate Their Free Cash Flow?
33:25 • 3min
Stocks and Investors Are Not Just One Blobber Anymore
36:12 • 2min
Is This a Recession?
37:59 • 2min
Are We in Recession?
40:06 • 2min
The Ugal Apple Is Hiring Like Crazy.
42:05 • 2min
Investing in the Long Term
43:46 • 4min
The State of Streaming Right Now
47:25 • 2min
Hp O
49:23 • 2min
Are You Going to Be a Global Company or a Regional Company?
51:03 • 3min
Then You're Going to Spend Ned Flixon Disney.
54:03 • 2min
Neflix Is the Kinge Loow, by Double?
56:24 • 2min
Game of Thrones
58:07 • 3min
Cable Companies Like Grow Their Subscriber Basis
01:00:57 • 2min
What Are We Doing With This?
01:02:55 • 2min
Fixed Wireless
01:04:26 • 2min
I Own Short Stock Olisan, but I Don't Own It.
01:05:57 • 4min
How Many People in the World Are Connectd?
01:09:30 • 2min
How Is the Price Per Ad Plunging?
01:11:53 • 2min
Medo, Youtube, Twitter, Roc, 18 %, 13 %
01:13:53 • 3min
What if Instagram Dropped the Stock 20 % in One Day?
01:16:52 • 4min
Corp Business Slowing
01:20:29 • 5min
How to Sell Stocks in Response to a Volatility Spectacle
01:25:02 • 1min
The Buff and Thet Is Writ and 20 Books.
01:26:30 • 4min
Movie Review - Industry Is Back
01:30:55 • 4min
The Big Show Coming Up Next Week
01:35:09 • 2min