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Interviews
December 15, 2020
Marc Rubinstein on Reinventing Goldman Sachs
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 8, 2020
Marc Rubinstein on S&P Global and the Business of Benchmarking
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December 8, 2020
Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing
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December 2, 2020
Ram Parameswaran on Tech: A Few Things We Learned in Q3 2020
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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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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 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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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 14, 2020
Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO
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October 4, 2020
Qurate Retail: User Habit Formation Underappreciated by the Market
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October 3, 2020
Ep. 11: Persistent vs. Transient COVID Effects | Post-Hype Sleepers
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October 1, 2020
Ram Parameswaran: The Investment Philosophy of an Internet Investor
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September 26, 2020
Ep. 10: Nike’s Online Sales | Valuing White Space vs. Realized Ambition
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