Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16 
 Introduction 
 00:00 • 2min 
 Are You Still Enjoying Turning Over Rocks? 
 01:54 • 3min 
 How Important Is It to Have Your Own Style Box? 
 04:55 • 3min 
 What Is It About Overlooked Stocks? 
 07:49 • 3min 
 Investing in Long Term 
 11:08 • 2min 
 Is There a Liquidity Discount? 
 13:24 • 3min 
 The Transition From Active to Passive Investing 
 16:16 • 5min 
 What Happened to Berkshire? 
 21:06 • 4min 
 How to Analyze the Shareholder Base 
 24:45 • 3min 
 Marketability and Liquidity 
 27:31 • 6min 
 Title Company Is Not Going to Fall Into That Category 
 33:04 • 3min 
 You Don't Have to Do Anything That Hurts Performance 
 35:42 • 4min 
 Are You Buying Crommy Businesses? 
 40:00 • 3min 
 Investing in Mutual Funds 
 43:27 • 4min 
 Is There a Difference Between the Market and the Market? 
 47:10 • 6min 
 Investing in Less Liquid Stocks 
 52:51 • 2min 


