AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Amazon Web Services
Acquired
The Margin of Safety in Complexity Investing
NCS Capital is a global equity fund that manages money for institutional and accredited investors. The firm recently published a white paper redefining the margin of safety, which was popularized by Warren Buffett at Berkshire Hathaway. They believe valuation alone is insufficient to actually think through what the true margin of safety is. If you find this stuff interesting, you should go read the whole white paper by clicking the link in the show notes.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode