Andrew Kuhn & Geoff Gannon
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile 07 Jul 2022 · 2 hours, 14 minutes
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth 29 Jun 2022 · 2 hours, 17 minutes
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum 22 Jun 2022 · 2 hours, 23 minutes
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries 15 Jun 2022 · 1 hour, 25 minutes
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value? 08 Jun 2022 · 2 hours, 5 minutes
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update 01 Jun 2022 · 2 hours, 2 minutes
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex 26 May 2022 · 2 hours, 3 minutes
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth 18 May 2022 · 59 minutes