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Audio
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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November 23, 2020
Conversation with Christian Billinger: In Defence of Cognitive Biases
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November 14, 2020
Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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October 28, 2020
Special Edition: The Logistics of Food Delivery, with Isaac Schwartz
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October 28, 2020
Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data
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October 17, 2020
Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 14, 2020
Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO
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October 14, 2020
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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