This Week in Intelligent Investing

130 Epizód

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

   Közzétéve: 2023. 09. 18.
2. Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

   Közzétéve: 2023. 05. 27.
3. Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

   Közzétéve: 2023. 05. 14.
4. The Lagging Performance of Small-Caps: An Opportunity for Investors?

   Közzétéve: 2023. 05. 01.
5. Overconfidence, Under-Reaction, and Warren Buffett’s Investments

   Közzétéve: 2023. 04. 15.
6. Turmoil in the Global Banking System: Causes, Remedies, Opportunities

   Közzétéve: 2023. 03. 25.
7. The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

   Közzétéve: 2023. 03. 12.
8. Thinking About Artificial Intelligence and Its Implications for Investors

   Közzétéve: 2023. 02. 26.
9. Bed Bath & Beyond and the Fleecing of the American Retail Investor

   Közzétéve: 2023. 02. 19.
10. The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    Közzétéve: 2023. 01. 29.
11. Private Equity and the Game of ”Volatility Laundering”

    Közzétéve: 2023. 01. 15.
12. Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

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

    Közzétéve: 2022. 12. 04.
14. Reflecting on the FTX Debacle and the Factors That Made It Possible

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

    Közzétéve: 2022. 11. 06.
16. David Einhorn on Value Investing: Will It Ever Come Back?

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

    Közzétéve: 2022. 10. 09.
18. The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    Közzétéve: 2022. 09. 24.
19. The Cyclicality of Malthusianism, and Related Investment Implications

    Közzétéve: 2022. 09. 11.
20. The Futility of Recession Forecasting as Part of an Investment Process

    Közzétéve: 2022. 07. 10.