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
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12 Apr 202436min
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
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5 Apr 202436min
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
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28 Mar 202428min
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
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26 Mar 202434min
Ep 437. Outsider CEOs: John Malone and TCI
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12 Mar 202434min
