From 0 to 1

Dive into the transformative insights from Charlie Munger, emphasizing the integration of knowledge across disciplines. Explore how historical figures like Darwin and Newton shaped our understanding of nature and economics. Delve into the significance of mental models in decision-making, revealing the power of simplicity in complex systems. Discover the joy of scientific discovery and how complex theories simplify to essential principles. Uncover the interplay between simplicity and complexity within interconnected systems to grasp the essence of learning and evolution.

Dave Ahern, Co-host of The Investing for Beginners Podcast, delves into business valuation, simplicity in investing, and the power of curiosity. He discusses the challenges of the restaurant industry, the significance of deep reading in investing, mastering company valuation, and the importance of continuous learning. The conversation also touches on the tech industry's competition, Google versus Chagepiti, and evolving perspectives through worldly wisdom.

Antonio Linares, Investor and writer of Investment Ideas, discusses his investment philosophy and thinking process. Topics include comparing late-stage venture capitalism and traditional companies, navigating a network-defined economy, balancing qualitative and quantitative analysis in investment decisions, and cultivating luck and intuition for success. The conversation also explores market trends, societal influences, lunar cycles, alternative medicine, and existential philosophy.

Expert in innovation and disruptive technologies, Eric Flaningam, breaks down The Innovator's Dilemma discussing disruptive innovation and why good companies fail, IBM's business disrupted by cloud computing, and the disruptive vs sustaining nature of Airbnb and Uber technologies.

Tesla and how industries evolve Meta facing the innovator's dilemma Google bets as a hedge to disruption First impression from François Rochon's letters Business models Vertical vs horizontal integration Similarities between Zero to One and The Innovator's Dilemma

What causes out-performance? The Innovator's Dilemma Apple's stance as of theory Tesla 'should' have failed Thoughts on the accounting system Why earnings are fundamentally flawed

The case for long term investing Clayton's theories to practice Business models Thoughts on growth investing