This Week in Intelligent Investing

115 Episodes

1. Remembering Charlie Munger: Life and Legacy

   Published: 12/2/2023
2. Shrinking Timeframes and First-Order Thinking Since the Covid Crash

   Published: 11/19/2023
3. The Bond Market from a Value Investor’s Perspective

   Published: 11/7/2023
4. Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples

   Published: 10/18/2023
5. Valuation and Capital Allocation in Declining Industries

   Published: 10/6/2023
6. Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?

   Published: 9/18/2023
7. Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

   Published: 5/27/2023
8. Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

   Published: 5/14/2023
9. The Lagging Performance of Small-Caps: An Opportunity for Investors?

   Published: 5/1/2023
10. Overconfidence, Under-Reaction, and Warren Buffett’s Investments

    Published: 4/15/2023
11. Turmoil in the Global Banking System: Causes, Remedies, Opportunities

    Published: 3/25/2023
12. The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

    Published: 3/12/2023
13. Thinking About Artificial Intelligence and Its Implications for Investors

    Published: 2/26/2023
14. Bed Bath & Beyond and the Fleecing of the American Retail Investor

    Published: 2/19/2023
15. The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    Published: 1/29/2023
16. Private Equity and the Game of ”Volatility Laundering”

    Published: 1/15/2023
17. Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    Published: 12/18/2022
18. How to Invest When You Like the Business But Not Necessarily the Management Team

    Published: 12/4/2022
19. Reflecting on the FTX Debacle and the Factors That Made It Possible

    Published: 11/20/2022
20. The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

    Published: 11/6/2022