Value Investing and Lifelong Learning with Cole Smead

1

Introduction

00:00 • 2min

2

What Books Have Shaped Your Investing Philosophy?

01:45 • 3min

3

Fear Stock Market Failure

04:38 • 3min

4

What Have You Learned From the Pandemic?

07:09 • 2min

5

What Have You Learned From Your Dad?

08:55 • 2min

6

Manias, You Know, You Could Just Do Too Much Damage, Right?

11:14 • 5min

7

Buffett's Life Lessons From the 1970s

16:24 • 4min

8

Investing in the Stock Market

20:28 • 5min

9

Insider Buying and Insider Ownership Is the Bridge Between Quality and Value, Right?

25:54 • 4min

10

How Much Did I Know About the Oil Tanker Business?

29:39 • 5min

11

The Typical Sin of a Value Investor Is Being Too Early

35:00 • 4min

12

We Were Wrong. We Were Just Wrong on That.

39:05 • 5min

13

The Greatest Investor of All Time Could Miss a Stock Two Times

44:34 • 2min

14

Stock Based Compensation

47:02 • 4min

15

Is the CPI Number Coming Out?

51:19 • 6min

16

Do You Have Internal Discussions About Liquidity?

57:08 • 3min

17

What's the Biggest Loss in Investing?

59:43 • 2min