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Diary
April 14, 2021
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Max Hu’s Annual China Macro Update + Unity Software Thesis
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 13, 2021
Shriram City Union: Competitively Advantaged Finance Company
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April 13, 2021
Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks
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April 10, 2021
Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
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April 6, 2021
Special Episode: Evan Tindell — From Poker Player to Portfolio Manager
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March 31, 2021
Ep. 35: Collecting as a Framework | The Unit Economics of a Business
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March 23, 2021
Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors
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March 23, 2021
Coming Up LIVE from April 14-16: Asian Investing Summit 2021
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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
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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February 17, 2021
Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0
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February 12, 2021
Replay Our 3rd Small Group Virtual Member Meetup
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February 9, 2021
Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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