
The Meb Faber Show - Better Investing Chas Cocke, LB Partners – There Are Lots of Great Businesses…The Hard Part Is Finding Them At A Really Good Price | #372
Nov 29, 2021
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 • 2min
The Sun Tube - Chas, Welcome to the Show.
01:36 • 2min
I'm Crushing Meb in Faniefu Ball This Year
03:21 • 3min
Are You Ready to Commit for the Next Ten Years?
06:38 • 2min
The Life of the Ancpener and Fun Manager
08:56 • 3min
The Enemy of Performance
12:10 • 5min
Is Two and 20 Dying?
17:33 • 4min
Is There a Biggest Opportunity Set?
21:47 • 2min
Farm Land Is My Worst Investment
23:50 • 2min
Investing in Cryptocurrencies
26:11 • 4min
How to Maximize Generative Compounding
30:27 • 3min
The Blackhead Tealer
33:44 • 2min
Shorting
35:30 • 3min
The Short Question From Your Seat
38:22 • 3min
How Do You Find the Best Investments?
41:02 • 5min
Twitter - What's the Future Look Like?
46:02 • 4min
I've Never Had a Doughnut in My Life.
50:25 • 2min
Moneygram
52:33 • 3min
The New Story Ideas for Starting Businesses
55:38 • 3min
The Round Hill Tweeter
58:36 • 2min
How Do You Construct the Portfolios at Market?
01:00:47 • 3min
Is Cha's Fund the Best in the World at Scale?
01:04:14 • 2min
The Attrition Rate in Hedge Funds
01:06:14 • 3min
Investing in a Dog Food Company
01:08:54 • 3min
The Single Most Memorable Investment So Far?
01:11:28 • 2min
Cambria Shareholder Yield ETF
01:13:33 • 4min
