The Meb Faber Show - Better Investing

Dan Niles on Big Tech Stocks and the AI Revolution | #485

Jun 14, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Career Arc Origin Story of Dan Lehman
02:09 • 2min
3
The Importance of Execution and Management
03:47 • 2min
4
The Importance of Early Success
06:15 • 3min
5
How to Survive a 20 Year Track Record
08:47 • 6min
6
The Struggles of Short Selling Hedge Funds
14:38 • 3min
7
How to Short a Stock and Get Long
17:50 • 3min
8
The Importance of Emotional Attachment in Technology
21:09 • 2min
9
The Importance of Emotional Control
22:47 • 4min
10
The Future of Investing
26:40 • 4min
11
How to Blindly Estimate the Market Cap and Price of a Stock
30:55 • 4min
12
The Bifurcation of Technology Spending
35:12 • 4min
13
The Dividend and Value of the Year
39:08 • 2min
14
How to Short a Company in a Recession
41:33 • 6min
15
The Trade-Off Between Market Cap and Risk
47:33 • 3min
16
The Non-Consensus of Security Analysis
50:34 • 5min
17
The Impact of the Global Financial Crisis on Commercial Real Estate
55:56 • 1min
18
How to Be a Cell Discipline Investor
57:18 • 2min
19
The Importance of Valuation
59:34 • 4min
20
The Transition From Star Tech to Compaq
01:04:02 • 2min
21
How to Invest in a Different Way
01:05:54 • 2min
22
Cambria Funs: A Fund for Investors
01:08:01 • 2min