This Week in Intelligent Investing

130 Episoder

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

   Publisert: 13.2.2021
2. Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital

   Publisert: 6.2.2021
3. Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market

   Publisert: 30.1.2021
4. Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage

   Publisert: 23.1.2021
5. How Smaller Companies Beat Giants | Equity Research: How to Detect BS

   Publisert: 16.1.2021
6. Investing Amid Unprecedented Change | Building From First Principles

   Publisert: 9.1.2021
7. Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021

   Publisert: 28.12.2020
8. Power of Counterfactual Thinking | Reflexivity as a Valuable Concept in Investing

   Publisert: 19.12.2020
9. #Neversell | Subscription Business Models | Financial Services Disruption

   Publisert: 12.12.2020
10. Investing Lessons from the 1930s | "Slow Hunches" in Business and Investing

    Publisert: 6.12.2020
11. Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence

    Publisert: 28.11.2020
12. Crowdsourcing Ideas | Yellow and Red Flags When Analyzing a Company

    Publisert: 21.11.2020
13. Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis

    Publisert: 14.11.2020
14. Equity Incentives and Long-Term Investing I Reverse DCF as an Analytical Tool

    Publisert: 7.11.2020
15. Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters

    Publisert: 31.10.2020
16. Unstoppable Automation Trend | Value Traps and IBM | Index Data Insights

    Publisert: 24.10.2020
17. Special: The Logistics of Food Delivery, with Isaac Schwartz and Elliot Turner

    Publisert: 21.10.2020
18. The Corporate Tax Code | Sports and Investing Analogy | AT&T Breakup Lessons

    Publisert: 17.10.2020
19. The MVP Machine, and the Growth vs. Value Debate | The Snowflake IPO

    Publisert: 10.10.2020
20. Persistent vs. Transient Pandemic Effects | Busted IPOs and Post-Hype Sleepers

    Publisert: 3.10.2020