The Rewind: Something of Value

1

Introduction

00:00 • 2min

2

Howard's Perspective on Value Investing

01:40 • 2min

3

Buffet's Attitude Towards Technology

03:53 • 2min

4

Venture Capital

05:51 • 2min

5

The Discounted Cash Flow Formula

07:34 • 4min

6

When to Sell, When Not to Sell

11:36 • 3min

7

The Decision to Sell Should Be a Decision to Buy

14:47 • 3min

8

How to Find the Amazons and Hold Them

17:30 • 2min

9

How to Get Beyond Yourself to Do Better in the Upswing

19:20 • 2min

10

What Is Value Investing?

21:38 • 6min

11

Buffet and Graham's Cigar Butts

27:17 • 6min

12

Investing in Bonds

32:58 • 5min

13

The False Syconomy of Value and Growth

37:52 • 6min

14

Warren Buffet's Information Advantage

43:47 • 3min

15

Investing on the Basis of Quantitative Metrics

46:45 • 6min

16

Scepticism in Value Investing

52:42 • 3min

17

Investing in Growth Stocks in Times of Ebuliance

55:25 • 6min

18

Valuing Company B Is Hard to Do

01:01:02 • 5min

19

The Importance of Compounding

01:06:24 • 6min

20

Is the Recent Underperformance of Value Investing a Temporary Phenomenon?

01:12:13 • 5min

21

Is There a Resurrection of Value Investing?

01:17:33 • 6min

22

Oak Tree Capital Management L P.

01:23:08 • 2min