Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 3min
The Importance of Valuation
02:52 • 3min
The Importance of Data in Accounting
05:49 • 2min
The Importance of Goodwill
08:10 • 3min
Tesla Beats Everyone in Volume
11:17 • 2min
The Jeff Bezos Premium at Amazon
13:11 • 2min
Amazon Prime: A Field of Dreams Company
15:02 • 2min
How to Value a Non-Traded Private Company
17:12 • 3min
Theranos: A Silicon Valley Unicorn
19:45 • 3min
How to Increase Stickiness in the Stock Market
22:36 • 2min
How to Make Money in Correlations
24:47 • 2min
The Cost of Investing in Stocks
26:57 • 2min
The Mixed Blessings of a Fast Growth Company
28:59 • 2min
The Three Factors That Determine a Company's Valuation
30:57 • 2min
The Most Overrated Valuation Metrics
32:38 • 2min
How to Value a Company Like Walt Disney
34:32 • 3min
How to Double the Number of People Who Are Exposed to Your Blog Post
37:34 • 3min
The Power of Global Connections
40:41 • 3min
The Three Prompts of Old Time Value Investing
43:23 • 2min
The Disadvantages of Old Time Value Investing
45:08 • 2min
The Pharma-French Factor Model and the Future of Investing
47:38 • 2min
The Paradox of Skill
50:01 • 3min
Tesla's Cloud Computing Business Model
53:11 • 2min
How to Be a Better Amazon Customer
54:53 • 2min
The Importance of Big Data
56:27 • 2min
How Effective Is Big Data?
58:17 • 1min
The Advantages of Not Being Directed to the Things You Like
59:46 • 2min
The Importance of Mentorship in Finance
01:02:01 • 3min
The Importance of Having a Core Philosophy
01:05:11 • 2min
The Power of Faith in Investing
01:07:14 • 2min
How to Trade Stocks and Bonds
01:09:44 • 2min
The Importance of Learning From the World
01:11:30 • 2min
The Risk of Self-Delusion in America
01:13:30 • 2min
The Power of Emotions in Storytelling
01:15:21 • 2min
How to Make Money in Finance
01:16:59 • 3min
How to Be an Active Investor
01:19:37 • 2min
Bloomberg Surveillance
01:21:44 • 2min