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 24 25 26 27 28 29
Introduction
00:00 • 4min
How Long Did It Take You to Write This Book?
03:34 • 4min
The First Learning Point in Reverse Engineering
07:39 • 3min
What We Learned From Factor Analysis
10:26 • 3min
Why You Shouldn't Invest in Unprofitable Companies
13:40 • 4min
The Dystopian Reality That Investors Lived In
17:13 • 2min
The Profitable Versus the Unprofitable
18:46 • 2min
The Importance of Growth in Returns Versus Multiple Expansion
20:28 • 2min
The Impact of Size on the Performance of Large Caps
22:02 • 2min
How to Calculate the Rate of Decomposition of Radioactive Particles
24:19 • 2min
What's the Best Country in the World?
25:52 • 2min
How to Buy Indian Stocks on Interactive Brokers
28:01 • 4min
Tire Company, Bulk-Richna Industries - It's a Thousand Biker
32:23 • 2min
How to Build a Competitive Advantage Over Your Peers and People From Other Industries
34:00 • 2min
Is India a Good Place to Invest?
36:05 • 6min
Is Fela a Luxury Brand in China?
41:56 • 2min
Anto - Is That Really the Case?
44:11 • 3min
What I Learned From Japan
47:06 • 3min
How to Find Value in Japan and South Korea
50:31 • 4min
The Power of Operating Leverage in South Korea
54:30 • 3min
Innovation Led Out Performers in Sweden
57:51 • 4min
I Love Sweden So Much
01:01:21 • 2min
The Art Performance of the Last 10 Years
01:03:17 • 2min
The Lesson of Being Open-Minded as an Investor
01:05:28 • 6min
Kenomatek Gene Therapy - The Best Business I've Ever Found
01:11:04 • 3min
The Lessons From Kinematics and Your Equipments
01:14:05 • 2min
Is There Barriers to Entry in This Industry?
01:15:40 • 2min
What's the Difference Between the Past and the Present?
01:17:46 • 2min
The 10 Baggers Podcast
01:19:53 • 2min