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asset management
May 25, 2021
Ep. 42: The Market’s Obsession With What’s Next | Investing in the Unknown
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May 18, 2021
Ep. 41: Persistence of Market Cap Leaders | Inflation Outlook
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May 11, 2021
Ep. 40: A Milestone in Corporate Access | Knightian Uncertainty
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May 4, 2021
Ep. 39: The Future of Berkshire Hathaway | Uncertainty and Risk
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April 27, 2021
Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks
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April 21, 2021
SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia
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April 21, 2021
Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing
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April 16, 2021
IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst
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April 16, 2021
SPK: Attractively Valued Distributor of Non-Branded Auto Parts
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April 15, 2021
Zydus Wellness: Transformed via Acquisition of Heinz India’s Portfolio
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April 14, 2021
Max Hu’s Annual China Macro Update + Unity Software Thesis
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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 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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April 6, 2021
Special Episode: Evan Tindell — From Poker Player to Portfolio Manager
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April 6, 2021
Post COVID: More Inequality, More Grievances, More Debts
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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
Soumil Zaveri on Finding Great Businesses Early
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March 23, 2021
Coming Up LIVE from April 14-16: Asian Investing Summit 2021
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