Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)

1

Introduction

00:00 • 2min

2

Lessons Learned From Doing International Accounting

02:23 • 4min

3

How I Taught Myself Accounting

06:13 • 3min

4

The Importance of Having a CPA

08:51 • 2min

5

The Origins of Value Investing

10:45 • 4min

6

How to Invest in Value Value Vesting

14:19 • 4min

7

The Importance of Having the Right Mentality

18:47 • 6min

8

How to Analyze Your Business in Excel

24:38 • 2min

9

The Importance of Focusing on Your Initial Thesis

26:20 • 2min

10

The Importance of Time Management

28:10 • 2min

11

How to Deal With Anchoring Bias and Sunken Cost Fallacy

30:31 • 3min

12

How to Build a Successful Portfolio

33:52 • 5min

13

How to Build a Tracking Position

39:19 • 3min

14

How to Track Positions and Start Positions

41:53 • 3min

15

The Importance of Illiquidity in Trading

44:58 • 2min

16

The Importance of Critical Thesis Pillars

47:18 • 4min

17

Why I Love International Investing

51:11 • 2min

18

The Importance of Investing in the US

52:58 • 4min

19

The Element of Intellectual Curiosity

57:10 • 2min

20

Investing in the International Market

58:47 • 2min

21

What Is Your Ideal Investment?

01:00:41 • 4min

22

How to Find a Good Capital Allocator

01:04:47 • 3min

23

The Worst Stock Investment I've Ever Made

01:07:19 • 5min

24

The Importance of Options in a Short Position

01:11:55 • 5min