Focused Compounding

EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter

Jul 19, 2021
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Complete Financial History of Berkshire Hathaway
02:07 • 2min
3
The Secret Life of Grocers, by Berher Hathway
04:31 • 2min
4
What Are Fair Multiples in Your Eyes?
06:11 • 2min
5
Would You Invest in Emerging Markets?
08:25 • 2min
6
Is Clayan Holmes a Good Business?
10:07 • 2min
7
A Method for Thinking Creatively for Investing?
12:03 • 4min
8
Is the Insurance Float Better Than Equity?
15:38 • 2min
9
Fintwit
17:19 • 3min
10
Are You Driving Persistent Revenue Growth?
20:44 • 2min
11
Are You Always Fully Invested or Hold No Matter What?
22:36 • 3min
12
The Cally Criterion for Portfolio Construction and Opnisation
26:04 • 6min