Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

1

Introduction

00:00 • 3min

2

How to Live Off of Your Investments

03:16 • 2min

3

How to Influence Your Fund's Growth

04:59 • 2min

4

How to Influence the Right Type of Capital to Invest With You

06:58 • 3min

5

How Jeff Munger Thinks About Cost of Capital

09:49 • 2min

6

The Future of Real Estate Investing

12:17 • 2min

7

How to Be a Bearish Investor

14:23 • 2min

8

The Surreal Experience of Hilton Foods

15:54 • 3min

9

How to Use Leverage in Your Portfolio Options

18:25 • 3min

10

The Bad Tesla Crowd

21:04 • 2min

11

The Future of Consumer Habits

23:29 • 2min

12

The Evolution of Value to Compounders

25:48 • 3min

13

The Trend in Return for Companies That Have Utilized Buybacks

28:59 • 2min

14

The Importance of Free Cash Flow in the Economy

31:27 • 2min

15

How Much Time and Depth Is Needed in Researching a Stock?

33:23 • 2min

16

Warren Buffett on FOMO in the Current Rally

35:00 • 2min

17

The Importance of Having a Price

37:23 • 2min

18

The Importance of Net Net Screening

39:02 • 2min

19

The Importance of Return Assets in Dividend Investing

40:45 • 2min

20

McKinsey's Valuation Textbook

42:41 • 2min

21

How to Valuation a Stock

44:36 • 2min

22

The SEC Shuts Down Tesla Stocks

46:26 • 1min

23

How to Screen Out Companies Quickly and Succeed

47:48 • 3min