#32 Christian Billinger on Investing for Growth

1

Introduction

00:00 • 2min

2

Investing for Growth - Why?

01:34 • 2min

3

Why Have I Invested in This Book?

03:07 • 3min

4

Investing for Growth by Terry Smith

06:05 • 2min

5

What's the Biggest Loss in Your Investment?

08:24 • 2min

6

Why You Shouldn't Buy Cheap Stocks, Right?

09:59 • 5min

7

Why Is It Safe to Pay Up for Quality?

15:09 • 4min

8

Is There a Difference Between Return on Capital Employed and EPS Growth?

19:10 • 4min

9

Is There a Difference Between EPS and ROC?

22:55 • 2min

10

What Can We Learn From the Tour De France?

25:14 • 4min

11

What Are Your Key Takeaways From the Art of Selling?

29:01 • 2min

12

Is There a Reason Why We Should Never Sell Great Businesses?

31:12 • 2min

13

How Do You Deal With Volatility?

33:41 • 2min

14

Buying Technology Stocks at a Lower Valuation?

35:46 • 3min

15

Investing in Companies With a Shorter Track Record

38:20 • 3min

16

Investing for Growth - Terry Smith

41:18 • 2min

17

I'm a Satisfie and Not an Optimizer, Right?

42:52 • 3min

18

Are You Getting Exposure to the Latest Hot Thing?

46:06 • 2min

19

Is It Too Early to Evaluate?

47:43 • 2min

20

Investing in the Image of the Image and Our Mess

49:39 • 2min

21

Investing in Mid to Large Cap Companies

51:48 • 2min

22

Quality Investing by Terry Cunningham

54:08 • 4min