This Week in Intelligent Investing

130 Episoder

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

   Publisert: 18.9.2023
2. Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

   Publisert: 27.5.2023
3. Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

   Publisert: 14.5.2023
4. The Lagging Performance of Small-Caps: An Opportunity for Investors?

   Publisert: 1.5.2023
5. Overconfidence, Under-Reaction, and Warren Buffett’s Investments

   Publisert: 15.4.2023
6. Turmoil in the Global Banking System: Causes, Remedies, Opportunities

   Publisert: 25.3.2023
7. The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

   Publisert: 12.3.2023
8. Thinking About Artificial Intelligence and Its Implications for Investors

   Publisert: 26.2.2023
9. Bed Bath & Beyond and the Fleecing of the American Retail Investor

   Publisert: 19.2.2023
10. The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    Publisert: 29.1.2023
11. Private Equity and the Game of ”Volatility Laundering”

    Publisert: 15.1.2023
12. Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    Publisert: 18.12.2022
13. How to Invest When You Like the Business But Not Necessarily the Management Team

    Publisert: 4.12.2022
14. Reflecting on the FTX Debacle and the Factors That Made It Possible

    Publisert: 20.11.2022
15. The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

    Publisert: 6.11.2022
16. David Einhorn on Value Investing: Will It Ever Come Back?

    Publisert: 22.10.2022
17. Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

    Publisert: 9.10.2022
18. The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    Publisert: 24.9.2022
19. The Cyclicality of Malthusianism, and Related Investment Implications

    Publisert: 11.9.2022
20. The Futility of Recession Forecasting as Part of an Investment Process

    Publisert: 10.7.2022