The Acquirers Podcast

Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

Aug 15, 2022
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1
Introduction
00:00 • 2min
2
A, I'm a Twelv Diagram, or Did You Wake Up for This Shiftwick, Besto?
01:37 • 2min
3
I'm In, I've Been Curfuffled Through This One.
03:14 • 2min
4
The Tenth Free
05:26 • 2min
5
The Recession Isn't the Only Point, It's Recession
07:00 • 2min
6
The Banks Don't Want the Paper, Right?
08:43 • 3min
7
I'd Take That All Day Long
11:25 • 2min
8
Yosemite - The Biggest Loser of the Year?
13:08 • 2min
9
Why Value Stocks Have Fared Better?
14:48 • 2min
10
Is Heuro Prase a Good Growth Investor?
16:32 • 2min
11
How Do You Think About When to Rebalance?
18:11 • 2min
12
Buying and Selling - Is That a Good Strategy?
20:16 • 3min
13
Do You Think the Growth Companies Are Going to Get Bigger?
23:12 • 5min
14
What Are the Key Ingredients That Create Ammonia?
27:49 • 5min
15
Are We Going to Run Out of Steel?
32:43 • 6min
16
Is There Any Word of the Constraints?
38:31 • 2min
17
Is There a Greater Chance of Capital Misallocation?
40:03 • 2min
18
Rare Earth Mining
41:55 • 4min
19
Is There a Tax on Bibacks?
45:36 • 2min
20
Taxing Bybacks? Is It a Good Idea?
47:23 • 2min
21
Is It a Special Situation?
49:48 • 3min