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
How Much of That Simplicity Is a Function of the Deep Work You Do?
02:57 • 5min
Do You Find It Difficult?
07:59 • 5min
I've Always Been an Ach Premor.
12:48 • 5min
Is There a Way to Find Companies That Exist?
18:10 • 2min
Investing in a Microcap Company
20:04 • 4min
The Great Financial Crisis
23:45 • 4min
Is It Difficult to Anchor Yourself to the Front of the Windshield?
27:23 • 6min
Investing in a Multi Level Marketing Company
33:03 • 3min
What Does Your Research Process Look Like?
35:55 • 5min
How to Get the Revenues Right?
41:01 • 1min
Cobin Isn't Going to Knock the Company Down, but Bombshells Is.
42:30 • 2min
How Do You Know When to Buy and When to Sell?
44:52 • 2min
You Can Eliminate Any Bias From Your Investment Process
46:57 • 5min
The Evolution of Portfolio Construction and Position Sizing
51:40 • 4min
The Short Answer Is, You Know, Right?
55:22 • 2min
Is the Multiple All in One Year?
57:48 • 2min
How Much of Your Time Is Expenditured?
59:47 • 2min
Building Capacity to Day for a D W Capital
01:02:07 • 4min
Are You Still a One Man's Shop Now?
01:06:27 • 5min
I Challenge That Old Kind of Thing, You Know, I Challenge It
01:10:59 • 3min
Is It Ok to Trash People Anonymously on Twitter?
01:14:06 • 2min
I'm Glad You Ne Kind of Gave That Answer
01:16:08 • 4min
I've Been Tooled, Om, but Adam a Capital Dot Com.
01:20:00 • 3min
Capital Allocation
01:22:39 • 2min
Investing
01:25:08 • 2min