Michael McCloskey - His journey to become a value investor, Visa and the whole credit cards industry

1

Introduction

00:00 • 2min

2

You Know I'm in Love With Charlie and Warren

02:07 • 4min

3

I Own a Share of a Fund and I've Done It

05:55 • 5min

4

I've Been to Value X for a Long Time and I'm a Social Guy

10:47 • 4min

5

My Brother's the Polar Opposite of You Michael

14:54 • 2min

6

Warren Buffett's Extra Version Is Not What You Think It Is

16:56 • 3min

7

You Know, I'm Really Introverted and I Need a Rest

19:41 • 2min

8

I'm in a Happy Family, but Unhappy Families Are All Unhappy in Different Ways.

21:24 • 4min

9

Is There a Pandemic?

25:18 • 5min

10

I'm Proud of You, Michael

30:29 • 1min

11

What Is Happening in the Stock Market?

31:59 • 1min

12

Putting Your Ideas Out There

33:19 • 5min

13

David Peral's Amazing Return to Writing

38:12 • 2min

14

Is Twitter a Good Tool for the Business?

39:49 • 2min

15

I'm Not a Bad Marketer, I Should Have Had My.

41:23 • 5min

16

The Business Benefits of Payment Networks

46:13 • 3min

17

Visa Mastercard and Visa MX - Should We Create Another Payment Network?

49:14 • 4min

18

Cash

53:03 • 4min

19

What's the Deal With MasterCard and Amex?

57:22 • 4min

20

Visa and Mastercard - The System Really Works

01:01:29 • 6min

21

Is Visa a Network of Network Potential Threats?

01:07:21 • 3min

22

Visa, Mastercard, Visa and Mastercard - What's the Difference?

01:10:38 • 2min

23

Payday Lending - Is Stripe a Threat?

01:12:25 • 2min

24

The Relationship Between Afterpay and the Manufacturers Producing the Product

01:14:35 • 2min

25

Is the Valuation Tough?

01:16:47 • 4min

26

Is Your Phone Turned Over?

01:20:57 • 2min

27

I've Never Owned Mastercard

01:22:33 • 5min

28

Is It a Bad Business?

01:27:50 • 4min

29

Visa and Mastercard - Are They a Front for the Banks?

01:31:38 • 4min

30

What Do You Miss Most About Mathematics?

01:36:06 • 4min

31

The Algorithm Is Working for Me, Isn't It?

01:40:27 • 3min

32

The Challenges You Faced in Your Career as a Physicist

01:43:38 • 2min

33

I've Read Value X and I'm Going to Reread It Again

01:45:19 • 2min

34

Turning the Spotlight on Me

01:47:47 • 4min

35

Warren Buffett's Work of Art Is Berkshire Hathaway and the Buffett Letters

01:51:55 • 3min

36

You're a Writer and a Teacher

01:54:46 • 2min

37

Would It Be Nice to Be Oligarch Warren Buffett Bill Gates Style Rich?

01:56:19 • 3min

38

I Don't Know What to Do About It

01:59:10 • 3min

39

You're a Wonderful Person and I'm Proud of Your Daughter

02:02:32 • 2min