Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 4min
What's the Difference Between Psychology and Markets?
03:42 • 2min
The Role of Valuation in Long-Term Investing
05:21 • 3min
What Do You Think About Short, Medium and Long Term?
08:35 • 2min
Do You Have a Survivor's Bias?
10:39 • 4min
Buffett Methodology
14:13 • 4min
The Greatest Hidden Secret Power of the Motley Fool
18:22 • 2min
Turn Off Your Push Notifications, Right?
20:20 • 2min
Investing in Companies That Share the Traits of Anti Fragility
22:11 • 4min
What I Look for in Anti Fragile Companies?
26:37 • 4min
Is Big Data the Real Moat for Anti Fragility?
30:34 • 3min
How to Find the Two or Three Core Messages That Are Important That You Find to Be True
34:03 • 5min
Is Your Biggest Drawdown Always Yet to Come?
39:01 • 2min
Is Short Termism at an All Time High?
40:35 • 2min
The Best Investors - Is There a Ton of Dislocations?
43:02 • 2min
Is There a Single Point of Failure?
45:30 • 4min
The Most Underappreciated Metric When It Comes to Fundamental Valuation
49:01 • 2min
The Difference Between Income Statement and Cash Flow Statement
50:57 • 2min
Learn by Making Mistakes
52:49 • 2min
You Learn More From Your Losses Than Your Wins
54:29 • 2min