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
Introduction
00:00 • 3min
Is There Any Epic Moments That Stand Out for You?
03:26 • 4min
Investing in Growth Text Stocks
07:03 • 3min
How to Find the Best Companies in the Stock Market
09:40 • 5min
Scale Solves Just About Everything
14:50 • 2min
Are You Buying Stocks in a Recession?
17:16 • 2min
Is 20 % Growth Really Rare?
19:25 • 4min
Are You Looking for Consistent Management Teams?
23:54 • 2min
Stockholm Stocks - Do They Really Have Stocks?
26:04 • 2min
Is There a Good Culture in a Company?
28:29 • 3min
Network Effects
31:38 • 3min
What's the Option Value for a Corp Business?
34:45 • 2min
The Market Cap, I'm Not Sure if It's a U.
36:59 • 2min
Tiktok's Time Spen Per User Per Day Has Doubled.
39:05 • 3min
The Analytical, the Creative, the Analytical.
41:50 • 3min
The Single Best Byside Firm for Long Only Investors
44:52 • 4min
Do You Have a Conflict of Interest?
48:23 • 2min
How Do You Know if You're Covering Match?
50:52 • 2min
I Don't Need to Go Outside, I Dont Need to Go Outside
53:07 • 2min
I've Done That With Netliks for 12 Years
54:46 • 2min
How to Find High Satisfaction Scores on a New Service
56:55 • 2min
Are These Companies High Quality?
59:11 • 6min
Facebook, Insto Gramar, Facebook's Value Proposition Is Wonderful
01:05:06 • 3min
The Future of Logistics, I'm Not Sure
01:08:26 • 2min
Is There a Black Swan in the Future?
01:10:00 • 4min
Investing by the Books Podcast
01:13:39 • 2min