This Week in Intelligent Investing

130 Episodes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 03/10/2020