This Week in Intelligent Investing

130 Episodes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 10/07/2022