This Week in Intelligent Investing

130 Episodes

1. Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive

   Published: 3/10/2025
2. Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS

   Published: 2/27/2025
3. Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More

   Published: 2/11/2025
4. Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing

   Published: 1/27/2025
5. Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook

   Published: 1/22/2025
6. Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis

   Published: 12/14/2024
7. SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies

   Published: 11/20/2024
8. Daniel Prather Unveils His Favorite Bargains in the UK Stock Market

   Published: 10/7/2024
9. Phil Ordway Returns to Discuss the Equity Market Environment and Outlook

   Published: 10/2/2024
10. Bill Chen on Public Equity Investing in Real Estate (Part 4)

    Published: 7/15/2024
11. Bill Chen on Public Equity Investing in Real Estate (Part 3)

    Published: 6/17/2024
12. Bill Chen on Public Equity Investing in Real Estate (Part 2)

    Published: 6/1/2024
13. Bill Chen on Public Equity Investing in Real Estate (Part 1)

    Published: 5/20/2024
14. Christopher Tsai on Investing in an Age of Disruption

    Published: 4/4/2024
15. TWIII Podcast News, Retrospective, and Outlook

    Published: 2/11/2024
16. Remembering Charlie Munger: Life and Legacy

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

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

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

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

    Published: 10/6/2023