This Week in Intelligent Investing

130 Afleveringen

1. Myopic Loss Aversion, Lumpiness of Returns | Human Misjudgment 3.0

   Gepubliceerd: 13-2-2021
2. Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital

   Gepubliceerd: 6-2-2021
3. Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market

   Gepubliceerd: 30-1-2021
4. Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage

   Gepubliceerd: 23-1-2021
5. How Smaller Companies Beat Giants | Equity Research: How to Detect BS

   Gepubliceerd: 16-1-2021
6. Investing Amid Unprecedented Change | Building From First Principles

   Gepubliceerd: 9-1-2021
7. Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021

   Gepubliceerd: 28-12-2020
8. Power of Counterfactual Thinking | Reflexivity as a Valuable Concept in Investing

   Gepubliceerd: 19-12-2020
9. #Neversell | Subscription Business Models | Financial Services Disruption

   Gepubliceerd: 12-12-2020
10. Investing Lessons from the 1930s | "Slow Hunches" in Business and Investing

    Gepubliceerd: 6-12-2020
11. Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence

    Gepubliceerd: 28-11-2020
12. Crowdsourcing Ideas | Yellow and Red Flags When Analyzing a Company

    Gepubliceerd: 21-11-2020
13. Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis

    Gepubliceerd: 14-11-2020
14. Equity Incentives and Long-Term Investing I Reverse DCF as an Analytical Tool

    Gepubliceerd: 7-11-2020
15. Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters

    Gepubliceerd: 31-10-2020
16. Unstoppable Automation Trend | Value Traps and IBM | Index Data Insights

    Gepubliceerd: 24-10-2020
17. Special: The Logistics of Food Delivery, with Isaac Schwartz and Elliot Turner

    Gepubliceerd: 21-10-2020
18. The Corporate Tax Code | Sports and Investing Analogy | AT&T Breakup Lessons

    Gepubliceerd: 17-10-2020
19. The MVP Machine, and the Growth vs. Value Debate | The Snowflake IPO

    Gepubliceerd: 10-10-2020
20. Persistent vs. Transient Pandemic Effects | Busted IPOs and Post-Hype Sleepers

    Gepubliceerd: 3-10-2020