This Week in Intelligent Investing
130 Afleveringen
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Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
Gepubliceerd: 3-7-2021 -
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
Gepubliceerd: 26-6-2021 -
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
Gepubliceerd: 12-6-2021 -
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
Gepubliceerd: 5-6-2021 -
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
Gepubliceerd: 29-5-2021 -
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
Gepubliceerd: 22-5-2021 -
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
Gepubliceerd: 15-5-2021 -
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
Gepubliceerd: 8-5-2021 -
The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
Gepubliceerd: 1-5-2021 -
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
Gepubliceerd: 24-4-2021 -
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
Gepubliceerd: 18-4-2021 -
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
Gepubliceerd: 12-4-2021 -
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
Gepubliceerd: 5-4-2021 -
Collecting as a Framework | Breaking a Business Down to the Unit Economics
Gepubliceerd: 27-3-2021 -
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
Gepubliceerd: 24-3-2021 -
A Retrospective: The COVID Crash | Hobbies and Games for Investors
Gepubliceerd: 20-3-2021 -
Holding Competing Ideas at Once | Porting Models Across Investments
Gepubliceerd: 13-3-2021 -
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
Gepubliceerd: 6-3-2021 -
Lottery Tickets and Position Sizing | Earnings Season Investment Process
Gepubliceerd: 27-2-2021 -
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
Gepubliceerd: 20-2-2021
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.
