Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

1

Introduction

00:00 • 2min

2

Buffet's Most Interesting Takeaways From Buffet

02:10 • 2min

3

What's Your Favorite Case Study?

04:34 • 3min

4

What's the Biggest Takeaway From Dempster Mill?

07:24 • 2min

5

Buffet's Obsession With Taxes

09:03 • 2min

6

Electricity in Europe

11:20 • 2min

7

Is the Market Expecting a Slowdown in Interest Rates?

13:03 • 2min

8

What Is the Issue With Sticky Price Inflation?

15:24 • 5min

9

Stock Markets

20:02 • 4min

10

Is It Possible for Banks to Reset Loans to Deposits?

23:39 • 2min

11

Oil and Gas Company - Is This a Craze?

25:37 • 5min

12

How Do You Evaluate a Company That Is Like Occidental?

30:08 • 6min

13

The Stock Buy Backs Centv Be Time to Warrant

35:51 • 2min

14

Do You Think Unusual Circumstances Are Going to Last for a While?

37:41 • 2min

15

Is It a Hard Thing to Work Through?

40:09 • 3min

16

Wages Don't Get Rolled Back, Really?

43:08 • 2min

17

How to Know Yourself as an Investor?

45:23 • 4min

18

Investing - Is There a Difference?

49:49 • 2min

19

Is There a Type of Personality in Investing?

51:31 • 2min

20

Investing in a Mutual Fund

53:20 • 4min

21

Value Investing

57:11 • 5min

22

I Don't Know How to Value Commodities

01:01:50 • 2min

23

How Do You Feel About This if It Was Down 50%?

01:03:35 • 4min

24

Should I Have Owned Fiko a Four Times?

01:07:26 • 2min

25

Do You Have to Argue the Bear Case for Cheap Stocks?

01:09:51 • 3min

26

How Many Stocks Are Just Cheap?

01:13:15 • 3min

27

I Like Sleepy Stocks

01:16:42 • 2min

28

Should an Investor Work on Their Biase or Circle of Competence?

01:18:21 • 3min

29

What Do You Think About Investing?

01:20:53 • 3min

30

What Drives You to Be an Investor?

01:23:55 • 3min

31

Do You Think Management Teams Communicate the Right Way?

01:27:16 • 4min

32

What Are Important Questions to Ask Management, Slash Invest Their Relations?

01:31:43 • 2min

33

I Think the Private Equity Firm That Is Acquiring Them Is Probably Just Going to Take Them Public Again

01:33:42 • 2min

34

Is It a Good Idea to Buy a Stock?

01:35:49 • 5min

35

The Pros and Cons of Buying Up Business With High Insider Ownership

01:40:37 • 2min

36

Is the Float a Good Idea?

01:42:48 • 2min

37

Is There a Big Ownership of a Company?

01:44:56 • 3min

38

Do You Have Any Thoughts About Finance, Slash Investing?

01:47:57 • 5min

39

When the Market's Going Up, Are You Getting Less Process Things?

01:52:44 • 2min

40

I've Never Read a Tenka Before, but It's More Than You Think

01:54:16 • 2min

41

Investing in a Stock, Is It a Good Idea?

01:56:32 • 6min