Tag: bubble | MOI Global

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November 14, 2020 Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis Read More

November 7, 2020 Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool Read More

November 3, 2020 Ep. 15: Dividend Policy | Forecasting Surprises and Disasters Read More

October 28, 2020 Special Edition: The Logistics of Food Delivery, with Isaac Schwartz Read More

October 28, 2020 Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data Read More

October 17, 2020 Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons Read More

October 15, 2020 Twenty Years After the Original Tech Bubble: Techno Party 2 Read More

October 14, 2020 Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO Read More

October 3, 2020 Ep. 11: Persistent vs. Transient COVID Effects | Post-Hype Sleepers Read More

September 26, 2020 Ep. 10: Nike’s Online Sales | Valuing White Space vs. Realized Ambition Read More

September 18, 2020 Episode 9: Generalist Investing | Stock Compensation | Golden Age of Fraud Read More

September 16, 2020 John Malone on His Business and Capital Allocation Philosophy Read More

September 12, 2020 Episode 8: Blind Valuation | Sports Betting | The Imperative of No Read More

September 4, 2020 Episode 7: Starbucks | Today vs. 1999 | Blind Valuation Exercise Read More

August 28, 2020 Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment Read More

August 14, 2020 Episode 4: Position Management and Research | BRK Q2 Recap Read More

August 13, 2020 Matthew Prince on His Evolution as an Owner-Operator Read More

August 7, 2020 Episode 3: Insured COVID Losses | BRK Q2 Preview | Apple Stock Split Read More

July 31, 2020 Episode 2: Corporate Governance | Housing and Business Cycle | Gold Read More

July 27, 2020 Announcing a New Podcast with Chris Bloomstran, Phil Ordway, Elliot Turner Read More