Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Themes for Equity Investing
02:29 • 4min
How to Position Your Portfolios in a Dynamic Environment
06:12 • 5min
The Importance of Bottoms-Up Fundamental Investors
10:43 • 3min
The Characteristics of an Investor's Investment Style
13:33 • 5min
The Importance of Partnerships With Analysts in Investing
18:33 • 2min
The Importance of Collaboration in the Investment Management Industry
20:04 • 5min
The Importance of Waiting and Conviction in Investing
24:52 • 5min
Capital Ideas: A Podcast for Investors
30:16 • 4min