This Week in Intelligent Investing

130 Episodes

1. SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing

   Published: 7/3/2022
2. The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion

   Published: 6/18/2022
3. SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process

   Published: 6/11/2022
4. Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

   Published: 6/5/2022
5. Post-COVID Growth Curves of Growth Companies

   Published: 5/22/2022
6. SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All

   Published: 5/17/2022
7. Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting

   Published: 5/8/2022
8. Twitter, Berkshire Hathaway, and Corporate Governance

   Published: 5/1/2022
9. SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)

   Published: 4/27/2022
10. Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap

    Published: 4/24/2022
11. A Discussion of Energy: Opportunities and Challenges Facing Investors

    Published: 4/10/2022
12. Investing in Housing and Homebuilders: A Discussion of Sector Dynamics

    Published: 4/3/2022
13. SPECIAL: Max Frumes on His Book, The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street

    Published: 3/27/2022
14. SPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War

    Published: 3/20/2022
15. When Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the Chaos

    Published: 3/6/2022
16. SPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth Companies

    Published: 2/27/2022
17. Why Executive Compensation Matters | Covid Winners and Losers, and How the Market Thinks

    Published: 2/20/2022
18. SPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment Approach

    Published: 2/13/2022
19. The Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of Journalism

    Published: 2/6/2022
20. SPECIAL: Spencer Jakab on The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors

    Published: 1/30/2022