This Week in Intelligent Investing

130 Episodo

1. The Inflation Debate | Investing in Unprofitable Companies

   Publicado: 23/1/2022
2. Investing and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 Percent

   Publicado: 16/1/2022
3. Disparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and Survival

   Publicado: 9/1/2022
4. SPECIAL: Michael Mauboussin and Saurabh Madaan on Expectations Investing

   Publicado: 4/1/2022
5. SPECIAL: Nick Devlin and Elliot Turner on the Business Model of Naked Wines

   Publicado: 4/1/2022
6. Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021

   Publicado: 19/12/2021
7. Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying

   Publicado: 12/12/2021
8. The Future of Brands and Brand Value | Leadership Change at Twitter

   Publicado: 5/12/2021
9. Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying

   Publicado: 21/11/2021
10. GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing

    Publicado: 14/11/2021
11. Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function

    Publicado: 7/11/2021
12. Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas

    Publicado: 31/10/2021
13. Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?

    Publicado: 24/10/2021
14. David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals

    Publicado: 16/10/2021
15. Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often

    Publicado: 10/10/2021
16. Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway

    Publicado: 2/10/2021
17. Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly

    Publicado: 27/9/2021
18. Investment Implications of Labor Shortages | Don‘t Miss the Big Ideas in Investing

    Publicado: 18/9/2021
19. Why All News Seems to Be Good News | Sound Underwriting vs. Position Management

    Publicado: 12/9/2021
20. Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come

    Publicado: 18/7/2021