Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
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26 Apr 202436min
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
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25 Apr 202436min
Ep 446. Energy Investing the Warren Buffett Way
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24 Apr 202432min
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?
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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
