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 


