Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

1

Introduction

00:00 • 4min

2

How to Get Great Ideas Out of Books

04:27 • 4min

3

How to Read a New Topic

08:45 • 4min

4

The Science of Interstellar

12:27 • 3min

5

Black Hole and Time Warps

15:06 • 2min

6

The Importance of Visual Analogies in Science

17:04 • 2min

7

The Importance of Teaching History

18:46 • 6min

8

The History of Dialogue

24:19 • 3min

9

The Importance of Original Sources in Old Books

27:31 • 2min

10

How to Write a Good Book

29:32 • 4min

11

The Truth About Warren Buffett

33:35 • 3min

12

Warren Buffett's Choice to Have Someone Write a Book About Him

36:13 • 3min

13

Buffett's Favorite Book

38:58 • 3min

14

How to Evaluate a Company's Auditors

41:45 • 5min

15

The Misconduct of a Oil Company

47:10 • 2min

16

The Dangers of Unaudited Financials

49:15 • 6min

17

The Importance of Audits in Larger Companies

55:04 • 3min

18

The Importance of Evaluating People Morally

58:16 • 5min

19

The Importance of Reflexivity

01:03:18 • 3min

20

How to Select ETFs and Mutual Funds for Your Retirement Account

01:06:01 • 2min

21

How to Invest in Japan Stocks

01:07:45 • 2min

22

How to Read a 10 K in 45 Minutes

01:09:39 • 5min

23

The Importance of Reading Financials

01:14:33 • 4min

24

How to Choose the Right Stock for You

01:18:30 • 4min

25

The Bruce Greenwald Approach to Valuation

01:22:13 • 2min

26

The Importance of Highest and Best Use in Value Investing

01:24:28 • 2min

27

The Importance of Forecasting in the Future

01:26:20 • 2min

28

How to Hedging a Japanese Net

01:28:40 • 5min

29

The Future of Amazon

01:33:15 • 3min

30

The Importance of Filing 13Fs

01:36:20 • 3min

31

The Importance of Volume in Investing

01:38:56 • 4min

32

How to Avoid High Hedge Fund Fees

01:43:08 • 2min

33

The Importance of a Low Combination Ratio

01:45:15 • 2min

34

How to Be a Defensive Investor

01:47:39 • 3min

35

How to Track Your Company's Progress

01:50:48 • 2min

36

The Capital Cycle Turns on Car Dealerships

01:52:49 • 2min

37

Jeff's Philosophy on Selling Stocks

01:55:18 • 2min

38

The Top 3 Financial Concepts Every Capital Allocator Needs to Know

01:57:40 • 2min

39

The Importance of Incremental Returns

01:59:55 • 6min

40

The Importance of Courage in Growth

02:05:30 • 4min

41

The Dangers of High Asset Businesses

02:09:53 • 4min

42

Todd Combs' Love Letter to Geico

02:14:05 • 2min