Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
Book Review - Daniel Really Loves Nuno
02:44 • 2min
Modern Portfolio Theory
04:46 • 3min
Getting Outcase
07:24 • 2min
Investing
09:18 • 2min
Is It Better to Be Grinally Right Than Exactly Wrong?
11:45 • 2min
Do You Know What the Value of a Business Is?
14:08 • 2min
What's the Intrinsic Value of a Business?
16:00 • 3min
Owner Earnings Calculation
18:53 • 2min
Free Cash Flow Calculation - Is That Right?
20:59 • 3min
The Integrative Value of a Business
24:01 • 2min
Discounted Cashflow Analysis - Is This a Pilltown Term?
25:37 • 3min
How Do You Make Money in the Stock Market?
29:00 • 2min
The General Marks Public Stocks Versus Private Companies
31:17 • 2min
Is There a Lot of Glamour?
33:06 • 2min
Buffet's Disagreement About Diversification
34:49 • 3min
When to Sell a Stock?
37:43 • 4min
Buffet Is Going to Liquidate a Significant Part of His Portfolio
41:31 • 2min
Buffet's Exit Into a Hot Market
43:10 • 3min
What's the Price of the Book?
45:52 • 2min
Investing Podcast - Part 2
47:39 • 2min