The Intrinsic Value Podcast - The Investor’s Podcast Network MI245: A Year in Review w/ Rebecca Hotsko
7 snips
Jan 3, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
Is It Too Late to Join the Energy Train?
03:12 • 4min
The Worst Performer for the Year Is the Consumer Sector
07:11 • 2min
Where Is the Next Leadership Going to Come From?
09:32 • 3min
Is Apple the Most Overvalued Large Cap Stock?
12:06 • 3min
Apple Is the Most Overvalued Large Cap Stock Right Now
14:55 • 2min
How to Get a Payroll Tax Refund for Your Rental Property
16:44 • 3min
I Like Google, I Don't Like Apple
19:59 • 3min
The Morningstar Curse and Mean Reversion
23:20 • 2min
How to Be a Great Value Investor
25:27 • 2min
Why It's So Hard to Find Companies With Sustainable Competitive Advantages
27:48 • 2min
How Long Does It Take to Earn Super Normal Returns on Equity?
29:51 • 2min
How to Become a Better Investor
31:48 • 2min
The Fundamental Law of Active Management
33:20 • 3min
How to Become a Better Stock Picker
36:45 • 2min
The Warren Buffett Approach - A Portfolio Management Approach
38:21 • 3min
Fundrise - The Right Strategy for Value Investing?
41:28 • 2min
The Incredibles for a King Alpha
43:38 • 3min
How to Beat the Market for the Average Investor
46:16 • 3min
Buffett's Value Investing Approach
48:51 • 2min
What Is Factor Investing?
50:58 • 3min
Buffett's Great Stock Picker
53:46 • 4min