Tag: education | MOI Global

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April 13, 2021 Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

April 10, 2021 Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner Read More

April 8, 2021 Pablo Gonzalez on Idea Generation, Management Quality, Mistakes Read More

April 6, 2021 Special Episode: Evan Tindell — From Poker Player to Portfolio Manager Read More

March 31, 2021 Ep. 35: Collecting as a Framework | The Unit Economics of a Business Read More

March 23, 2021 Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors Read More

March 18, 2021 Ep. 33: Holding Competing Ideas | Porting Models Across Investments Read More

March 10, 2021 Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration Read More

March 2, 2021 Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process Read More

February 25, 2021 Ep. 30: David Barr on Finding Value in Fast-Growing Businesses Read More

February 17, 2021 Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0 Read More

February 9, 2021 Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital Read More

February 3, 2021 Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin Read More

January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 28, 2021 Ep. 26: Level 1 Thinking | Sources of Operating Leverage Read More

January 26, 2021 Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties Read More

January 22, 2021 Stadio: Owner-Operated Education Provider With Long Runway Read More

January 20, 2021 AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon Read More

January 20, 2021 Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS Read More