This Week in Intelligent Investing
130 Episodo
-
Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
Publicado: 3/7/2021 -
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
Publicado: 26/6/2021 -
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
Publicado: 12/6/2021 -
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
Publicado: 5/6/2021 -
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
Publicado: 29/5/2021 -
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
Publicado: 22/5/2021 -
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
Publicado: 15/5/2021 -
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
Publicado: 8/5/2021 -
The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
Publicado: 1/5/2021 -
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
Publicado: 24/4/2021 -
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
Publicado: 18/4/2021 -
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
Publicado: 12/4/2021 -
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
Publicado: 5/4/2021 -
Collecting as a Framework | Breaking a Business Down to the Unit Economics
Publicado: 27/3/2021 -
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
Publicado: 24/3/2021 -
A Retrospective: The COVID Crash | Hobbies and Games for Investors
Publicado: 20/3/2021 -
Holding Competing Ideas at Once | Porting Models Across Investments
Publicado: 13/3/2021 -
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
Publicado: 6/3/2021 -
Lottery Tickets and Position Sizing | Earnings Season Investment Process
Publicado: 27/2/2021 -
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
Publicado: 20/2/2021
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.
