Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short

Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short

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Episoder(475)

Ep 445. Market Share and Profitability: Unraveling the Relationship

Ep 445. Market Share and Profitability: Unraveling the Relationship

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22 Apr 202429min

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

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16 Apr 202420min

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

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12 Apr 202436min

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

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9 Apr 202437min

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

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5 Apr 202436min

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

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2 Apr 202439min

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

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28 Mar 202428min

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

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26 Mar 202434min

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