Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Importance of Outside Reading
02:06 • 4min
The Pros and Cons of Being in St. Louis
06:08 • 4min
The Evolution of Growth Investing
09:51 • 5min
How to Find Great Companies
15:10 • 2min
The Importance of Profitability
17:20 • 3min
The C Suite: A Good Capital Allocator?
19:57 • 3min
The Importance of Debt in Growth Companies
22:35 • 5min
How to Determine Whether the Price Is Fair
27:45 • 2min
The Inverted Pyramid of Long Term Investment
30:12 • 6min
The Advantages of a Startup Company Like Threads
36:06 • 4min
The Challenges of a High Conviction Portfolio
40:20 • 4min
How to Sell a Company
44:16 • 4min
Zuckerberg's Return to Better Growth Phase
48:02 • 4min
The Importance of Consensus Estimates
52:12 • 2min
The Bottoms Up Stock Acres
54:34 • 2min
How to Compare and Contrast Stock Charts in the Two Act Plays
56:31 • 2min
The Importance of Profitability in the High Interest Rate Environment
58:55 • 3min