The Education of a Value Investor

Ben Feder on Video Games, Artificial Intelligence and his VC Firm TIRTA

Jul 7, 2023
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Episode notes
1
Introduction
00:00 • 6min
2
The Life and Times of Ben Fox
05:57 • 2min
3
The Importance of a PhD in Economics
08:14 • 2min
4
How Barry Ditter Differentiated From Rupert Murdoch
10:18 • 3min
5
The Importance of Recognizing Yourself
13:00 • 3min
6
Warren Buffett: A Value Investing Audience
15:46 • 2min
7
The Transformation to a Private Equity Activist
17:20 • 2min
8
The Successful Takeover of Take 2
19:12 • 3min
9
How to Organize a Shareholder in a Hub and Spoke System
22:35 • 2min
10
The Squeeze and the Management Contract
24:25 • 2min
11
AI and Music: Which One Will Win?
26:01 • 2min
12
The Power of Copyright
28:11 • 2min
13
Self-Publishing or Agenting?
29:41 • 4min
14
The Importance of Having an Agent
33:50 • 2min
15
The Rise and Fall of iMAX
35:34 • 2min
16
The Power of Video Games
38:01 • 2min
17
The Evolution of Grand Theft Auto
39:43 • 1min
18
The Metaverse and the Future of Gaming
41:10 • 5min
19
The Persistence of Video Game Development
46:06 • 2min
20
The Importance of Exponential Thinking in Productivity
48:08 • 5min
21
The Power Law Distribution of Art
53:25 • 2min
22
Terta: A Video Game Investment Company Competing With Sequoia A16Z
55:02 • 3min
23
How to Invest in a Limited Partnership
57:47 • 2min
24
The Importance of Playing Center Court
59:28 • 2min
25
The Importance of Being a Freudianist
01:01:06 • 2min
26
How to Navigate a Crisis Moment in Israel
01:03:05 • 3min
27
The Importance of Peoplehood in the Jewish World
01:06:18 • 3min
28
How to Be a Successful Blogger
01:08:52 • 2min