Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
Introduction
00:00 • 2min
Investing by the Books Podcast - Chris Mayor
02:08 • 3min
The Twin Engines Needed to Create a Hundred Bagger
05:23 • 5min
The Hundred Bagger Expert - Can You Cribe a Bit More About Your Evolution as an Investor?
10:18 • 2min
Investing in People, Business and Financials
12:45 • 5min
How to Evaluate a Capitallocation Decision?
17:54 • 3min
Do You Look for Culture in Your Company?
21:13 • 2min
How to Find Employees in a Copart?
22:57 • 2min
What's the Difference Between Competition and Competition?
24:48 • 2min
The CFO Is an Excellent CFO
26:49 • 2min
The Hundred Bagger Story
28:52 • 6min
Motes - What Makes a Moat?
34:38 • 4min
Holding Companies
38:26 • 2min
I Love Lifco, and I Love Them
40:23 • 3min
Is Facebook a Good Place to Buy a Company?
43:52 • 3min
I Think It Goes Both Ways a Bit.
47:03 • 2min
How to Find the Best Investors
48:34 • 4min
How Do You Conciliate Ten to 12 Stocks in Your Portfolio?
52:12 • 2min
The Kelly Criterion on Concentration
54:40 • 4min
How Do You Make the Best Decisions?
58:33 • 2min
The Coffee Canon Portfolio by Robert Kirby Buttat
01:00:46 • 3min
Are You Keeping a Coffee Can Investing Approach?
01:04:05 • 3min
How to Become a 100 Bagger?
01:07:17 • 3min
How to Improve Your Patience
01:10:01 • 4min
What Are Your Most Common Bias?
01:13:45 • 3min
What Are the Components of Failure?
01:17:08 • 3min
How Do You Know?
01:20:02 • 2min
I've Read a Lot of Stuff About General Semantics, but It Never Really Gets Old.
01:21:49 • 4min