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 Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
Collecting as a Framework | Breaking a Business Down to the Unit Economics
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
A Retrospective: The COVID Crash | Hobbies and Games for Investors
Holding Competing Ideas at Once | Porting Models Across Investments
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
Lottery Tickets and Position Sizing | Earnings Season Investment Process
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
Myopic Loss Aversion, Lumpiness of Returns | Human Misjudgment 3.0
Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital
Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market
Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage
How Smaller Companies Beat Giants | Equity Research: How to Detect BS
Investing Amid Unprecedented Change | Building From First Principles
Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021
Power of Counterfactual Thinking | Reflexivity as a Valuable Concept in Investing
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