Constructing an Intangible Asset Based Value Strategy with Kai Wu

1

Introduction

00:00 • 2min

2

Sparkline Capital - Intangible Assets - What Are They?

01:56 • 3min

3

Is the Accounting the Foundation on Which All Valuation Work Is Being Built?

04:29 • 4min

4

How Do You Know What Brand Equity Is?

08:06 • 3min

5

How Do Brands Outperform Their Competitors?

10:48 • 5min

6

How Do You Think About Network Effects?

15:46 • 4min

7

Do You Think We Can Get Closer to the Value of Network Effects?

19:43 • 6min

8

How Many Stocks Should I Hold in My Portfolio?

25:19 • 3min

9

Is There a Difference Between Cap Weight and Industry Concentration?

28:26 • 2min

10

Is the GICS Industry Waiting a Bad Idea?

30:12 • 4min

11

How Long Does It Take to Turn Over a Portfolio?

33:52 • 3min

12

How Do You Think About Value Growth?

36:32 • 5min

13

Intangibles Are the Main Drivers of Value Today

41:19 • 6min

14

The Biggest Lesson Learned With the ETF

47:09 • 3min

15

What's the One Lesson You'd Like to Impart to the Average Investor?

50:17 • 4min