The Intrinsic Value Podcast - The Investor’s Podcast Network

MI345: A Decade Outperforming The NASDAQ w/ Brian Stoffel

13 snips
Apr 16, 2024
Financial writer and investor Brian Stoffel discusses transparency in track records, anti-fragility, risk management, and investment strategies. Topics include using a reverse DCF to analyze market assumptions, the importance of narratives in stock prices, identifying switching costs in businesses, and lessons from Nassim Nicholas Taleb. Learn about the significance of track records, skin in the game, and free cash flow in investing.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Unconventional Investing Strategies and Portfolio Performance Analysis
02:08 • 12min
3
Investing Strategies and Growth Stocks
14:31 • 7min
4
Navigating Uncertainties in Investing and Finance
21:03 • 20min
5
Financial Product Sponsor Ads Showcase
40:48 • 4min
6
Moats and Switching Costs in Businesses
44:18 • 16min
7
Navigating Investments Based on Understanding Competitive Advantages
01:00:13 • 2min
8
Connecting with Brian, Newsletter, and a Partnership with Savvy Trader
01:02:02 • 2min