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 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57
Introduction
00:00 • 2min
How I Become the Face of Value
01:39 • 5min
How to Buy a Business That's Not Growing at All
06:44 • 6min
The Importance of Value and Growth
12:33 • 2min
The Importance of Backtesting Growth
15:03 • 2min
How to Be a Smart Value Investor
16:36 • 2min
The Power of Twitter
18:42 • 4min
The Banana Republic
22:18 • 2min
The Power of Activists
24:45 • 2min
Sun Su's Out of War
27:05 • 2min
The Art of War
28:41 • 4min
The Face Off Between Sonya and Palakosta
32:48 • 6min
The Problem With Manoeuvreability
38:33 • 5min
Buffett's Principle Agent Problem
43:48 • 3min
The Importance of Deep Value
47:14 • 2min
The Importance of Invincibility
49:22 • 4min
How to Keep Your Portfolio Perpetually Cheap
53:03 • 3min
How to Build an Invincible Portfolio
55:40 • 3min
The Importance of Impartial Voices in Twitter
58:41 • 4min
The Never Sell Thing
01:03:02 • 4min
How to Buy Back in a Business That Has Underperformed
01:06:55 • 3min
The Mechanism of Hamasha
01:09:40 • 3min
The Power of Shorts
01:12:35 • 5min
The Fall Back Test of Data
01:17:52 • 2min
The Third Inch of the Software Market
01:19:42 • 2min
Netflix and the Mind Share of the Back Catalog
01:21:34 • 3min
The Importance of Free Cash Flow
01:24:54 • 3min
How to Value Your Business
01:27:34 • 2min
The Importance of Parsing Fundamentals
01:29:17 • 2min
The Importance of Thinking Like a Markets Person
01:31:04 • 3min
The Sass of Valuation
01:33:49 • 2min
How to Valuation a Business
01:35:47 • 3min
The New Rules of Growth for SaaS Companies
01:38:36 • 2min
The Importance of Distributing Revenue to Grow Your Business
01:40:09 • 2min
The Importance of Teamwork
01:41:50 • 2min
The Power of Perception
01:43:32 • 3min
The Importance of Understanding Your Idea
01:46:06 • 2min
The Meta Game in Debt
01:48:07 • 3min
Understanding the Metagame of 3G and ABM Bev
01:50:45 • 2min
The Power of Twitter
01:53:14 • 3min
The Power of Twitter
01:55:47 • 2min
The Importance of Being Sober
01:57:31 • 2min
How to Write Investing Books
01:59:23 • 3min
Captain Lightning's Investing Story
02:01:56 • 5min
How to Write a Book in One Go
02:06:53 • 2min
The Importance of Quality in Investing
02:09:08 • 3min
The Invincible Industrials of Warren Buffett
02:12:08 • 2min
How to Simplify Your Life
02:14:08 • 3min
The Importance of Having a Code of Conduct
02:16:40 • 3min
The Importance of Stoicism in the Stock Market
02:19:22 • 2min
How to Make the Transition to Deep Value Quantitative Style
02:21:26 • 2min
How to Choose the Right ETF for You
02:23:07 • 2min
The Importance of Value After Hours
02:24:46 • 2min
The Truth About eBay and PayPal
02:26:27 • 2min
The Relationship Between Quality and Value
02:28:11 • 2min
The Hardest Part of the Game to Understand
02:30:16 • 2min
The Importance of Quality Management
02:32:30 • 3min