This Week in Intelligent Investing

130 Episodes

1. Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 11/6/2022
16. David Einhorn on Value Investing: Will It Ever Come Back?

    Published: 10/22/2022
17. Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

    Published: 10/9/2022
18. The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    Published: 9/24/2022
19. The Cyclicality of Malthusianism, and Related Investment Implications

    Published: 9/11/2022
20. The Futility of Recession Forecasting as Part of an Investment Process

    Published: 7/10/2022