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education
January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 13, 2021
Permanent TSB: Underlying Dynamics More Favorable Than May Seem
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January 12, 2021
Ep. 24: Investing Amid Change | Building From First Principles
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January 5, 2021
Best Ideas 2021 Preview: Permanent TSB and Megacable
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January 5, 2021
The Unique Ingredient of Haidilao’s Success: Love
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January 2, 2021
Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021
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December 22, 2020
Ep. 22: Counterfactual Thinking | Reflexivity as a Concept in Investing
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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December 8, 2020
Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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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 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 29, 2020
Christian Billinger: In Defence of Cognitive Biases
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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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