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Every mention links back into the exact moment in an episode.
Click “Mentioned at …” to copy the timestamp.
Guests and podcasts are cross-linked so you can follow the thread.
Mentions Across Episodes
“The speaker discusses the book 'Expectations Investing', co-authored with Al Rappaport, which was published in 2001 and focuses on how stock prices reflect expectations about future financial performance.”
Sentiment: Deep Dive
Trigger: expectations investing
For: Investors and business professionals
Key quote: “One is, it's not about earnings that matters. It's really about cashflow.”
The host mentions 'Expectations Investing' as a foundational concept that ties into the current market dynamics. They highlight the importance of understanding cash flow and strategy in evaluating businesses, referencing the book's insights as pivotal to their own professional development.