Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
What's Your Take on the Markets?
02:17 • 3min
The Secret to a Happy Marriage Is Low Expectations
05:34 • 3min
Is There a Predictive Value in Forecasts?
08:59 • 2min
What's Happened to Consumer Products?
10:56 • 3min
YO, Haven't Done.
13:59 • 3min
D Usa, a Concentrated, Focused Aa Stock by Stock Sort of Proven Value Discipline
17:15 • 4min
Investing in the Value Side of Your Portfolio
20:54 • 5min
Capitulation
26:22 • 4min
Investing in China
30:11 • 3min
Investing in China Stocks
33:05 • 2min
The Value Investor's Dream Is to Buy a Great Business at a Cheap Price
35:00 • 3min
Fintek
37:52 • 2min
Berkshire Has Been a Fan for More Than 30 Years
39:52 • 3min
Berkshire, Warren and Charley
42:33 • 3min
Systematic Investing - One Actionable Idea
45:07 • 2min
Investing in a Volatile Environment
46:55 • 2min