Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
How to Make Money as an Investment Analyst
03:28 • 5min
The Rise and Fall of the Tweety Brown Portfolio
08:33 • 2min
The Year 2023
10:32 • 2min
The Evolution of Net Current Assets
12:59 • 2min
The Corruptness of Accounting
14:30 • 2min
Tweety Brown's Approach to Momentum
16:48 • 2min
The Bad Thing About Value Investing
18:41 • 2min
The Evolution of Warren Buffett's Thinking
20:52 • 2min
The Value of Distributable Cash Flow
22:58 • 2min
How to Play With Valuation Cycles in the US
24:50 • 2min
How to Invest in Bonds and Fixed Income Investing
27:14 • 2min
How to Buy Tweety Brown Stocks
28:59 • 3min