This Week in Intelligent Investing
130 Episodes
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Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
Published: 03/07/2021 -
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
Published: 26/06/2021 -
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
Published: 12/06/2021 -
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
Published: 05/06/2021 -
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
Published: 29/05/2021 -
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
Published: 22/05/2021 -
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
Published: 15/05/2021 -
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
Published: 08/05/2021 -
The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
Published: 01/05/2021 -
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
Published: 24/04/2021 -
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
Published: 18/04/2021 -
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
Published: 12/04/2021 -
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
Published: 05/04/2021 -
Collecting as a Framework | Breaking a Business Down to the Unit Economics
Published: 27/03/2021 -
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
Published: 24/03/2021 -
A Retrospective: The COVID Crash | Hobbies and Games for Investors
Published: 20/03/2021 -
Holding Competing Ideas at Once | Porting Models Across Investments
Published: 13/03/2021 -
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
Published: 06/03/2021 -
Lottery Tickets and Position Sizing | Earnings Season Investment Process
Published: 27/02/2021 -
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
Published: 20/02/2021
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.
