Superinvestors and the Art of Worldly Wisdom

#11: Dale Wettlaufer on Value Investing in the 21st Century

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