This Week in Intelligent Investing

130 Afleveringen

1. Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?

   Gepubliceerd: 18-9-2023
2. Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

   Gepubliceerd: 27-5-2023
3. Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

   Gepubliceerd: 14-5-2023
4. The Lagging Performance of Small-Caps: An Opportunity for Investors?

   Gepubliceerd: 1-5-2023
5. Overconfidence, Under-Reaction, and Warren Buffett’s Investments

   Gepubliceerd: 15-4-2023
6. Turmoil in the Global Banking System: Causes, Remedies, Opportunities

   Gepubliceerd: 25-3-2023
7. The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

   Gepubliceerd: 12-3-2023
8. Thinking About Artificial Intelligence and Its Implications for Investors

   Gepubliceerd: 26-2-2023
9. Bed Bath & Beyond and the Fleecing of the American Retail Investor

   Gepubliceerd: 19-2-2023
10. The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    Gepubliceerd: 29-1-2023
11. Private Equity and the Game of ”Volatility Laundering”

    Gepubliceerd: 15-1-2023
12. Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    Gepubliceerd: 18-12-2022
13. How to Invest When You Like the Business But Not Necessarily the Management Team

    Gepubliceerd: 4-12-2022
14. Reflecting on the FTX Debacle and the Factors That Made It Possible

    Gepubliceerd: 20-11-2022
15. The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

    Gepubliceerd: 6-11-2022
16. David Einhorn on Value Investing: Will It Ever Come Back?

    Gepubliceerd: 22-10-2022
17. Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

    Gepubliceerd: 9-10-2022
18. The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    Gepubliceerd: 24-9-2022
19. The Cyclicality of Malthusianism, and Related Investment Implications

    Gepubliceerd: 11-9-2022
20. The Futility of Recession Forecasting as Part of an Investment Process

    Gepubliceerd: 10-7-2022