#11 Daniel Sun Zhang: An Investment Thinking Toolbox

1

Introduction

00:00 • 2min

2

An Investment Thinking Tool Box

02:14 • 5min

3

Dosidonno, How Long Have You Been an Investor?

07:29 • 3min

4

Using a Mental Model to Improve Decision Making

10:32 • 3min

5

The Boundaries of Circle of Competence

13:40 • 2min

6

Are You a Curious Person?

15:56 • 2min

7

Unknown Unknowns

17:33 • 2min

8

The Four Quadrants of Unknown Unknowns

19:23 • 3min

9

How Do You Use That Practically When You're Investing?

22:04 • 2min

10

Investing in a Stock

23:49 • 6min

11

Survivorship by Us

29:48 • 3min

12

How to Create a Great Ecommerce Business With Amazon

32:20 • 4min

13

Is the Stock Market Going Up in the Long Run?

36:32 • 4min

14

The Seven Sents of Confirmation Bias

40:49 • 4min

15

The Seven Deadly Sins

44:46 • 3min

16

Is This the Right Decision?

47:17 • 2min

17

Keeping Conviction, With Falling in the Trap?

49:10 • 3min

18

Technion - What's It All About?

52:09 • 5min

19

Are You Processing in Auctions?

57:15 • 3min

20

How Do You Spend a Typical Day?

01:00:24 • 5min

21

Are the Tool Books Helping You in Buying Private Companies?

01:05:46 • 6min

22

How Much Do You Use the Monte Carlo Tool in Your Work?

01:11:41 • 3min

23

What's Your Favorite Investing Book?

01:14:36 • 2min

24

Investing by the Books - A Podcast by Redi

01:17:02 • 3min