

Ep. 83: David Barse: Instead Of Picking Winning Stocks, First Identify The Losers
Oct 15, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Why I Feel This Way About Investing
01:40 • 2min
How to Gain Control of Asset Value
03:53 • 5min
Third Avenue's Safe and Cheap Investment Philosophy
08:28 • 2min
How to Transition From Third Avenue to X Out
10:02 • 4min
How to Choose What to Exclude From Your Portfolio
14:14 • 4min
The Importance of Management in Technology Disruption
18:23 • 4min
Tesla: A Disruptor in the S&P 500
22:25 • 2min
How Market Smith Helps You Focus on Growth Companies
24:36 • 3min
The Importance of Belief
27:27 • 4min
The Importance of Listening to the Market
31:50 • 3min
The One Year Anniversary of the Pandemic
35:05 • 2min
The Importance of Growth in a Fast-Changing World
37:12 • 2min