Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 5min
The Importance of Flows in the Market
05:11 • 3min
The Importance of Management
07:46 • 3min
The Problem With Management Teams Aligning Theirself With Their Investors
10:55 • 2min
The Importance of Capital Allocation
12:47 • 3min
How to Evaluate a Company
16:08 • 3min
How to Calculate the Integrative Value of a Company
19:38 • 4min
The Balance Between Concentration and Diversification
23:43 • 6min
The Importance of Commodities in the Economy
29:39 • 5min
How to Determine a Good Short
35:02 • 2min
The Importance of Risk Management on the Short Side
37:14 • 4min