

Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Mar 18, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Is Consolidation in Banking a Bad Thing?
02:03 • 2min
Is There a Way for Puton to Save Face While Conceding to the West?
04:09 • 6min
Is There a Difference Between a Net Fux and a Newer Industry?
09:49 • 2min
Ad Agencies - Wouldn't You Consider It Similar to Advertising Agencies?
12:02 • 2min
How to Calculate Foree Cash Flow?
14:19 • 3min
How Do You Keep Curious About Stocks?
16:50 • 2min
Investing Is an Intellectual Pursuit of the Game
18:38 • 2min
Is There Any Upside to Talking About Current Holdings?
20:37 • 2min
Why Do We Need to Manage Other People's Money?
23:03 • 2min
Performance Fee vs Management Fee
24:54 • 3min
What's the Lowest Fee?
27:32 • 2min
Are You Managing Outside Capital?
29:08 • 2min
How Important Is Choosing the Right Type of Partners?
31:22 • 3min
Can You Invest a Billion?
34:29 • 2min
What's Your 13 Half?
36:09 • 2min
Can I Buy a No Mote Business if It's Cheap?
38:11 • 6min