This Week in Intelligent Investing

130 Episodes

1. Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting

   Published: 7/3/2021
2. Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?

   Published: 6/26/2021
3. On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

   Published: 6/12/2021
4. Aggregation of Marginal Gains | A Study of Lifetime Value Creation

   Published: 6/5/2021
5. The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives

   Published: 5/29/2021
6. The Market's Obsession With What's Next | Investing in the Unknown and Unknowable

   Published: 5/22/2021
7. Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?

   Published: 5/15/2021
8. A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps

   Published: 5/8/2021
9. The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing

   Published: 5/1/2021
10. Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade

    Published: 4/24/2021
11. Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength

    Published: 4/18/2021
12. The Art of Short Selling | Reflecting on a Survey of Market Tail Risks

    Published: 4/12/2021
13. Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner

    Published: 4/5/2021
14. Collecting as a Framework | Breaking a Business Down to the Unit Economics

    Published: 3/27/2021
15. Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner

    Published: 3/24/2021
16. A Retrospective: The COVID Crash | Hobbies and Games for Investors

    Published: 3/20/2021
17. Holding Competing Ideas at Once | Porting Models Across Investments

    Published: 3/13/2021
18. Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration

    Published: 3/6/2021
19. Lottery Tickets and Position Sizing | Earnings Season Investment Process

    Published: 2/27/2021
20. David Barr on How Pender Is Finding Value in Fast-Growing Businesses

    Published: 2/20/2021