This Week in Intelligent Investing

130 Epizód

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

   Közzétéve: 2021. 02. 13.
2. Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital

   Közzétéve: 2021. 02. 06.
3. Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market

   Közzétéve: 2021. 01. 30.
4. Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage

   Közzétéve: 2021. 01. 23.
5. How Smaller Companies Beat Giants | Equity Research: How to Detect BS

   Közzétéve: 2021. 01. 16.
6. Investing Amid Unprecedented Change | Building From First Principles

   Közzétéve: 2021. 01. 09.
7. Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021

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

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

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

    Közzétéve: 2020. 12. 06.
11. Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence

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

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

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

    Közzétéve: 2020. 11. 07.
15. Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters

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

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

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

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

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

    Közzétéve: 2020. 10. 03.