The Intrinsic Value Podcast - The Investor’s Podcast Network MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
Aug 18, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Millennial Investing Podcast - Drew White and Barton Hooper
01:36 • 3min
How Does Your Investment Process Change Over Time?
04:23 • 4min
Investing in Mutual Funds
08:24 • 3min
How Do You Measure Success at White's?
11:46 • 3min
Do You Use a Consistent Discount Rate for Cash Floes?
14:17 • 2min
What's a Quality Business?
16:17 • 4min
Monday Dot Com Work OS
20:02 • 4min
Is Amazon Going to Grow Faster Than Wallmartin Target?
23:53 • 3min
Charter Broadband Is the Next Biggest Cable Provider
26:36 • 5min
The Value Creation Potential of Charter and Enterprise Value
31:22 • 3min
How to Value a Company Like Charter
34:00 • 4min
Investing in a Centurized Stock Market
37:44 • 5min
Is Accentrics Really a Trusted Partner?
42:29 • 2min
Passive Investing Dot Com
44:41 • 3min
What Is It About a Censure?
48:04 • 2min
What's the Market Environment Like?
50:25 • 6min
How to Shorten Equity Positions in a Portfolio?
56:04 • 4min
Buffet
59:50 • 3min
The Hand Off to Whites Investments - Clay Barton
01:02:21 • 3min