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
Introduction
00:00 • 3min
The Spark That Got You Started With Value Investing
02:34 • 2min
COVID: A New Approach to Value Investing
04:18 • 2min
How to Build Wealth in the Digital Age
06:35 • 2min
The History of Value Investing
09:01 • 3min
The Evolution of Value Investing 2.0
12:14 • 4min
Is Amazon Earning More Than the Reported Financial Ears?
16:32 • 4min
What's the Difference Between Research and Development?
20:21 • 3min
Growth Investing - I Don't Care How Much I'm Paying for It
23:34 • 3min
Is There a Competitive Advantage in a Business?
26:29 • 4min
What Are Your Thoughts About Network Effects?
30:42 • 4min
Brands, You Know, Aren't Sexy, There's No Sex Appeal.
34:56 • 3min
Is Mark Zuckerberg a Good Manager?
38:15 • 3min
Buffett's Quote, You Know, When a Tough Business Meets a Great Manager
40:47 • 2min
Do You Really Need a Discounted Cash Flow Model?
42:47 • 4min
The DCF
47:12 • 4min
Is There Much Change in the Market?
50:56 • 2min
I Don't Like Working for Other People, Right?
53:04 • 2min
What Are the Biggest Challenges for a Money Manager?
55:12 • 2min
How Does Your Son Learn From You?
57:21 • 3min
The Cognitive Bias
01:00:23 • 2min
Investing by the Books Podcast - Eddie Pan-Mian
01:02:20 • 2min