This Week in Intelligent Investing
Business:Investing
In this episode, Phil Ordway and Larry Cunningham discuss:
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
The Future of Brands and Brand Value | Leadership Change at Twitter
Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying
GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing
Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function
Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas
Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?
David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals
Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often
Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway
Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly
Investment Implications of Labor Shortages | Don‘t Miss the Big Ideas in Investing
Why All News Seems to Be Good News | Sound Underwriting vs. Position Management
Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come
Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
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