Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 4min
The Impact of Liquidity on the Market
04:06 • 6min
How to Double Down Into High Quality Cyclic Companies
09:45 • 3min
How to Invest in Cyclic Stocks
12:21 • 2min
The Party Isn't Over for Cyclics
14:36 • 4min
The Risk Side of Valuation Investing
18:43 • 3min
The Importance of Diversification in a Crisis
21:31 • 3min
The Myth of Value Investing
24:56 • 3min
SABR: A Stock That's in Focus for You
27:42 • 3min
Pfizer's COVID Recovery Stock: A Low Volatility Package
30:55 • 4min
Airbus: A Great Company to Own
34:50 • 4min