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.
Power of Counterfactual Thinking | Reflexivity as a Valuable Concept in Investing
#Neversell | Subscription Business Models | Financial Services Disruption
Investing Lessons from the 1930s | "Slow Hunches" in Business and Investing
Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence
Crowdsourcing Ideas | Yellow and Red Flags When Analyzing a Company
Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis
Equity Incentives and Long-Term Investing I Reverse DCF as an Analytical Tool
Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters
Unstoppable Automation Trend | Value Traps and IBM | Index Data Insights
Special: The Logistics of Food Delivery, with Isaac Schwartz and Elliot Turner
The Corporate Tax Code | Sports and Investing Analogy | AT&T Breakup Lessons
The MVP Machine, and the Growth vs. Value Debate | The Snowflake IPO
Persistent vs. Transient Pandemic Effects | Busted IPOs and Post-Hype Sleepers
Nike's Success with Online Sales | Valuing White Space vs. Realized Ambition
Investing as a Generalist | Options and Repurchases | The Golden Age of Fraud
Another Blind Valuation Exercise | Sports Betting Industry | The Imperative of No
Investment Merits of Starbucks | I Investing Like It's 1999 | Blind Valuation Exercise
Nick Sleep on Habits | Brokerage Sweeps | Psychology of Human Misjudgment
Intersection of Position Management and Research | Berkshire Q2 Recap
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