Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
A Brief Introduction to Quartered Investing and Venture
01:47 • 2min
Did You Both Envisage Ending Up an Investment?
03:28 • 2min
Are You a Venture Capital Investor?
05:43 • 3min
Are You Looking for Talent Magnets?
08:17 • 3min
Is It Hinged Management?
10:48 • 3min
Investing in the Stock Market
13:42 • 4min
Investing in Fintech
17:53 • 2min
Is the Anti Portfolio Doing Better Than the Egerson Portfolio?
20:21 • 4min
Do the Vadu Traditional Valuations Scare Me?
24:02 • 2min
Is There a Bubble in the Stock Market?
26:24 • 4min
Are You a Venture Capitalist?
30:26 • 2min
Are You a New Entrant in the E v Space?
32:43 • 5min
Is That Why You've Been So Successful?
37:28 • 5min
Is There a Best Standard Analytic Investment Text Book?
42:18 • 3min
John Armitage and Rent Hoberman
45:20 • 3min