00:00 Intro
3:00 P/Es from the dot-com era
06:50 13-F Season, $ULTA
14:20 First 12 hours on a stock, snap judgement
24:50 Q&A Starts: $NKE
31:00 $CVNA stock movement
37:30 Market valuation
39:40 Berkshire buying $SIRI
56:45 catalyst
58:46 International comps
1:00:00 have our thoughts on concentration changed?
1:03:16 certainty in investing
1:11:00 $SBUX
1:17:48 Momentum and value
1:27:50 Defense stocks
1:33:50 $OTCM



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