About this episode
This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer . (1:10) - Zombie stock list: limited runway, bad business models. (3:35) - Uber burning too much cash (6:00) - Micro bubbles and David's wide variety of longs Transcripts available on Seeking Alpha 3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations Uber: Falling Knife You Don't Want To Catch Valvoline's Transition Story Is A Growth Story