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value-investing
45 pages
Episodes (15)
Bill Ackman on Activist Investing, Concentrated Bets, and Financial Battles
Bill Miller on Amazon, Bitcoin, and Buying at a Discount to Future Value
Cliff Asness on Momentum, Value Investing, and Market Efficiency
Dan Loeb on Activist Investing, AI, and Third Point's Credit Playbook
Gaurav Kapadia on New York City, Investing, and Contemporary Art
Howard Marks on Avoiding Disaster, Risk Posture, and the AI Bubble
Howard Marks on the AI Bubble, Irrational Exuberance, and Investing Under Radical Uncertainty
Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well
Jason Zweig on Ben Graham, Luck versus Skill, and Investing Self-Control
Joel Greenblatt on Special Situations, the Magic Formula, and Paying Up for Quality
Matthew McLennan on Variegation, Positional Assets, and Resilient Wealth
Mohnish Pabrai on Charlie Munger, Cloning, and Ethics as Competitive Advantage
Nicolai Tangen on Managing $2 Trillion, AI Bubbles, and Contrarian Investing
Nima Shayegh on Roots and Branches, Lou Simpson, and Surrendering to Uncertainty
Robert Hagstrom on Pragmatic Truth, Multi-Disciplinary Investing, and the Concentrated Portfolio
Notes (7)
Bill Miller on Amazon, Bitcoin, and Buying at a Discount to Future Value
Howard Marks on Avoiding Disaster, Risk Posture, and the AI Bubble
Howard Marks on the Value-Growth Divide, Investing in Uncertainty, and Living Well
Joel Greenblatt on Special Situations, the Magic Formula, and Paying Up for Quality
Matthew McLennan on How to Build Resilient Wealth
Mohnish Pabrai on Charlie Munger, Cloning, and Ethics as Competitive Advantage
Nima Shayegh on Roots and Branches, Lou Simpson, and Surrendering to Uncertainty
Concepts (6)
Cloning
Magic Formula
Pragmatic Theory of Truth
Risk Posture
Roots and Branches
Value Investing
Themes (1)
What Makes a Great Investor
Speakers (14)
Arnold Van Den Berg
Bill Ackman
Bill Miller
Dan Loeb
Gaurav Kapadia
Howard Marks
Jason Zweig
Joel Greenblatt
Lou Simpson
Matthew McLennan
Mohnish Pabrai
Nicolai Tangen
Nima Shayegh
Robert Hagstrom
People (1)
Charlie Munger
Books (1)
The Most Important Thing