This Week in Intelligent Investing
130 Jaksot
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Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
Julkaistiin: 3.7.2021 -
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
Julkaistiin: 26.6.2021 -
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
Julkaistiin: 12.6.2021 -
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
Julkaistiin: 5.6.2021 -
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
Julkaistiin: 29.5.2021 -
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
Julkaistiin: 22.5.2021 -
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
Julkaistiin: 15.5.2021 -
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
Julkaistiin: 8.5.2021 -
The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
Julkaistiin: 1.5.2021 -
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
Julkaistiin: 24.4.2021 -
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
Julkaistiin: 18.4.2021 -
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
Julkaistiin: 12.4.2021 -
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
Julkaistiin: 5.4.2021 -
Collecting as a Framework | Breaking a Business Down to the Unit Economics
Julkaistiin: 27.3.2021 -
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
Julkaistiin: 24.3.2021 -
A Retrospective: The COVID Crash | Hobbies and Games for Investors
Julkaistiin: 20.3.2021 -
Holding Competing Ideas at Once | Porting Models Across Investments
Julkaistiin: 13.3.2021 -
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
Julkaistiin: 6.3.2021 -
Lottery Tickets and Position Sizing | Earnings Season Investment Process
Julkaistiin: 27.2.2021 -
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
Julkaistiin: 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.
