Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
Why You Shouldn't Pay Six Times Book Value
03:18 • 4min
What's the Difference Between 20 % and 30 %?
07:35 • 2min
Is Your Return on Invested Capital Going Down?
09:42 • 2min
Investing the Warm Buffet Way, Free Cash All Plus Growth
11:17 • 2min
How to Calculate Your Hedge Rate
13:40 • 2min
The Growth Rate Is Ten % Yield and One % Growth Rate
15:45 • 3min
What Is a Crummy Business?
18:26 • 2min
How Much Cash Will You Invest in Overtime?
20:44 • 5min
Do You Think Online Car Dealerships Are Harmful to Returns on Capital?
25:17 • 3min
How to Use Less Office Space
28:05 • 3min