Investing by the Books

#19 Oddbjørn Dybvad: Investing in Value Creators

Apr 5, 2022
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1
Introduction
00:00 • 1min
2
Investing by the Books Podcast
01:30 • 4min
3
Investing in Value Creditors
05:23 • 2min
4
Capital Allocation Is Critical Component of Any Investment
07:29 • 3min
5
Capital Alocation
10:22 • 6min
6
Corporate Culture
16:07 • 5min
7
How Much Do You Talk to Your Management Teams About Mistakes?
20:44 • 2min
8
The Quantitative Metric of Return on Capital and Growth
22:58 • 2min
9
Hyperbolic Discounting, Is It Really the Right Way to Discount Cash Floes?
25:13 • 5min
10
How Do You Cope With Volatility?
30:22 • 3min
11
What Are Your Most Common Biases When Investing?
33:12 • 3min
12
Is Time Oris an Advantage in the Stock Market?
36:09 • 3min
13
How Much Is a Concern When Prices for Acquisition Targets for These Companies Starting to Climb?
38:52 • 2min
14
Syneges Are Not Important, or Our Companies?
40:43 • 4min
15
How to Buy Back Losers in the Short Term
44:19 • 2min
16
The 3 Reasons to Sell Stock
46:29 • 5min
17
Do You Want to Write More Yourself?
51:15 • 4min