Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Quality First Investing by John Mihailevitch
01:35 • 1min
How Did Your Passion for Investing Start and Evolve?
03:01 • 2min
How Did Your Investing Evolution Continue Well?
05:10 • 4min
How to Build Confidence and Conviction to Become More Patient
09:12 • 2min
Quality First Investing
11:06 • 4min
How to Analyze the Quality of the Business
15:31 • 2min
Execution Capabilities - A Key Determinant of Business Success or Failure
17:39 • 3min
The Sixth Check Is a Negative Question
20:46 • 5min
Investing Is a Constant Learning Exercise
25:24 • 1min
Putting a Lot of Effort Into an Idea
26:49 • 2min
How to Measure the Cost of Equity
28:28 • 6min
Why Quality Companies Are Systemically Underpriced in the Market?
34:07 • 2min
Are There Any Questions That Companies Fail?
35:45 • 4min
How Do You Measure Your Portfolio Success?
39:20 • 5min
Investing in Special Situations Is Critical to Buffet's Performance
44:05 • 6min
What Questions Are OK to Fail for You as an Investor?
49:42 • 2min
The Ugly Side of Compounding
51:33 • 3min
Investing Books - Which Books Are Your Favorite?
54:44 • 3min