Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
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4 Okt 20241h 34min
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
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13 Sep 20241h 15min
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
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23 Aug 20241h 39min
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
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16 Aug 20241h 39min
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
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11 Aug 202458min
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
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17 Jul 20241h 28min
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
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25 Jun 202426min
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
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29 Mai 202428min
