

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Feb 10, 2023
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 23
Introduction
00:00 • 2min
My Origins in Finance and Investing
01:51 • 2min
What Was Your First Investment?
03:30 • 2min
The Difference Between a Big Company and a Small Company?
05:21 • 3min
Why Do You Have This Faith in Equities?
08:46 • 6min
Value Versus Index - Is That False Competition?
14:33 • 5min
I Think It's a Good Idea to Invest in a Small Firm
19:37 • 1min
Investing in a Cyclical Company?
21:00 • 3min
What Do You Pick Up From Management?
24:15 • 3min
The Premature Beatification of Chief Executives
27:05 • 3min
Elon Musk - Is He a Visionary?
30:33 • 2min
Why Is the Value Against Growth a Problem for Value Investors?
32:13 • 4min
Is It a New Paradigm Effect?
35:47 • 2min
Is There Something About the Global Financial Crisis?
38:05 • 2min
Why Not Just Invest 100% in Equities?
40:08 • 5min
Reporting Too Much Is Not a Good Thing
45:27 • 2min
Private Equity
47:48 • 4min
Is It the Same With Hedge Funds as Well?
51:58 • 4min
Is Short Selling the Key to Market Efficiency?
55:51 • 2min
Is Warren Buffett a Value Investor or a Quality Investor?
57:38 • 2min
Value Investing - Is This a Good Period for Value or Growth?
59:18 • 2min
What's the Best Investment Advice You've Ever Received?
01:01:27 • 3min
What's the Best Way for People to Follow You?
01:04:16 • 3min