Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
How Did You Get to Where You Are Today?
01:52 • 3min
Predicting the Future Is Virtually Null
04:35 • 5min
How Do You Measure Adaptability?
09:53 • 2min
Y, Quality, Growth and Context
11:44 • 3min
Resilience in the Portfolios
14:45 • 5min
Is Cree Going to Be the Ultimate Winner?
19:28 • 5min
The Biggest Mistake in Investing Is Overconfidence
24:29 • 2min
Are You Monitoring the Optionality Positions Over Time?
26:13 • 5min
The Future of Semi Conductors Depends on Cadence and Synopsis
30:50 • 2min
Eye Buying
32:44 • 4min
The Most Resilient Company in the World?
36:43 • 5min
The Taxonomy of Motes
42:04 • 3min
Let the Drawbridge Down and Provide the Most Value
44:40 • 3min
Is the News Letter Your Process?
47:52 • 2min
Are You Having a Secret Weapon?
49:35 • 2min
You Can't Outgive What You Get Back in the System
51:59 • 2min
Is There Anything Punitive About Bad Investing Ideas?
54:17 • 4min
You Know, It's Not About Me, Its About You
58:09 • 3min
Resilience in Optionality
01:01:04 • 4min