Rule Breaker Investing 9 Foolish Truths That I Hold to Be Self-Evident: 2023
Oct 11, 2023
Exploring eternal truths in investing and business. Reflections on advancements in technology, poverty reduction, and conscious capitalism. Emphasizing the importance of optionality in business and investing with examples from Alphabet. Evaluating companies on values and sticking with great ones. Rulebreaker investing and defying conventional wisdom, with six traits to look for when picking stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Reflections on a Pro-Topia and the Power of Conscious Capitalism
04:50 • 5min
The Importance of Optionality in Business and Investing
09:56 • 13min
Henrik's T-Shirt Test and the Importance of Sticking with Great Companies
22:27 • 2min
Rulebreaker Investing and Defying Conventional Wisdom
24:50 • 18min