Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 5min
What Poker Can Teach You About Investing?
04:48 • 4min
Is It a Bias in Poker?
08:48 • 4min
What's the Difference Between Value and Growth?
12:19 • 4min
Is Amazons Overvalued?
16:20 • 1min
Is There a Risk of Being Too Early?
17:45 • 4min
Is the Value Cycle Coming to an End?
21:50 • 4min
How to Make a Great Investment in the Stock Market
25:39 • 2min
Is There a Bias in the Portfolio?
27:22 • 3min
Is It a Good Time to Buy Stocks?
30:35 • 4min
Android Software Is a Sticky Business in General
34:13 • 2min
Bolere
36:05 • 2min
How Much Do You Think You're Getting?
38:00 • 4min
Are You Going to See an Activist?
42:17 • 1min
Is There a Controlling Shareholder in China?
43:46 • 5min
How to Spend Your Time?
48:43 • 4min
What Kind of Things Hit Me Over the Head?
52:14 • 4min
The Valy Investor's Dilemma
55:59 • 5min
Do You Know if We Can Strike Us or Not?
01:00:59 • 3min