

#11: Dale Wettlaufer on Value Investing in the 21st Century
Sep 26, 2017
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The Importance of Being Active in the Markets
01:34 • 2min
The Importance of Investing in Finance
03:38 • 2min
The Role of Warren Buffett in Value Investing
05:35 • 3min
The Role of Twitter in Asset Management
08:43 • 2min
How I Got the Job With Bill Miller at the Motley Fool
10:35 • 2min
The Value of a Value Investor
12:17 • 4min
How to Assess the Value of a Business
16:08 • 4min
How to Scale Your Position for Amazon
19:45 • 5min
How to Size Your Portfolio Properly
24:48 • 3min
The Long Run of Industrials
27:40 • 4min
How to Average a Short as It Goes Down
31:12 • 3min
The Importance of Truck Tonnage in the Economy
34:15 • 2min
The Negative Effects of Hurricane Harvey on the Economy
35:56 • 3min
The End of the Gold Standard
39:24 • 2min
How to Calculate the Fair Value of the S&P 500 EPS
41:05 • 2min
Schiller's Data on Earnings Growth During the Great Depression
43:24 • 4min
The Parallels of the S&P 500
47:08 • 2min
The Benefits of Human Behavior in the Workplace
48:39 • 2min
The Sentiment Shift in the Credit Market
50:43 • 3min
How to Be a Better Investor
54:08 • 2min
How to Deal With Adversity on the Golf Course
56:22 • 2min