Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
Do You Know What the Value of a Business Is?
03:01 • 2min
I Am Confident I Can Pin Point a Long Term Growth Rate of Earnings in Cash That Is Bullish, but Not Crazy?
04:58 • 1min
Is This a Free Lottery Ticket?
06:27 • 2min
The Industry Ceiling Isn't Near It, Right?
08:03 • 4min
Using a Historically Reasonable Current Earnings Number?
11:40 • 3min
Using a Conservative Minimum Acceptable Rate of Return?
14:16 • 2min
The Business Price Has a Margin of Safety Compared to the Business Value
16:24 • 2min
What Is Business Value?
18:54 • 3min
The Third Method of Valuation
21:37 • 2min
I Love the Check List
24:03 • 2min
Investing Podcast - Part 2
25:40 • 2min