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March 23, 2021
Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors
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March 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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March 10, 2021
Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration
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March 2, 2021
Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process
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February 25, 2021
Ep. 30: David Barr on Finding Value in Fast-Growing Businesses
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February 17, 2021
Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0
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February 9, 2021
Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital
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February 3, 2021
Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin
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January 28, 2021
Ep. 26: Level 1 Thinking | Sources of Operating Leverage
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January 20, 2021
Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS
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January 12, 2021
Ep. 24: Investing Amid Change | Building From First Principles
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January 2, 2021
Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021
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December 22, 2020
Ep. 22: Counterfactual Thinking | Reflexivity as a Concept in Investing
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 8, 2020
Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing
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November 28, 2020
Ep. 19: Questions for CEOs | Industry Research | Overconfidence
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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May 20, 2019
Talks at Google: John Mihaljevic on Idea Generation
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