This Week in Intelligent Investing

130 Epizód

1. Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting

   Közzétéve: 2021. 07. 03.
2. Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?

   Közzétéve: 2021. 06. 26.
3. On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

   Közzétéve: 2021. 06. 12.
4. Aggregation of Marginal Gains | A Study of Lifetime Value Creation

   Közzétéve: 2021. 06. 05.
5. The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives

   Közzétéve: 2021. 05. 29.
6. The Market's Obsession With What's Next | Investing in the Unknown and Unknowable

   Közzétéve: 2021. 05. 22.
7. Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?

   Közzétéve: 2021. 05. 15.
8. A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps

   Közzétéve: 2021. 05. 08.
9. The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing

   Közzétéve: 2021. 05. 01.
10. Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade

    Közzétéve: 2021. 04. 24.
11. Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength

    Közzétéve: 2021. 04. 18.
12. The Art of Short Selling | Reflecting on a Survey of Market Tail Risks

    Közzétéve: 2021. 04. 12.
13. Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner

    Közzétéve: 2021. 04. 05.
14. Collecting as a Framework | Breaking a Business Down to the Unit Economics

    Közzétéve: 2021. 03. 27.
15. Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner

    Közzétéve: 2021. 03. 24.
16. A Retrospective: The COVID Crash | Hobbies and Games for Investors

    Közzétéve: 2021. 03. 20.
17. Holding Competing Ideas at Once | Porting Models Across Investments

    Közzétéve: 2021. 03. 13.
18. Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration

    Közzétéve: 2021. 03. 06.
19. Lottery Tickets and Position Sizing | Earnings Season Investment Process

    Közzétéve: 2021. 02. 27.
20. David Barr on How Pender Is Finding Value in Fast-Growing Businesses

    Közzétéve: 2021. 02. 20.