This Week in Intelligent Investing
By MOI Global
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Category: Investing
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Episodes: 100
Description
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.
| Episode | Date |
|---|---|
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Christopher Tsai on Investing in an Age of Disruption
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Apr 04, 2024 |
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TWIII Podcast News, Retrospective, and Outlook
|
Feb 11, 2024 |
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Remembering Charlie Munger: Life and Legacy
|
Dec 02, 2023 |
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Shrinking Timeframes and First-Order Thinking Since the Covid Crash
|
Nov 19, 2023 |
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The Bond Market from a Value Investor’s Perspective
|
Nov 07, 2023 |
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Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
|
Oct 18, 2023 |
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Valuation and Capital Allocation in Declining Industries
|
Oct 06, 2023 |
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Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
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Sep 18, 2023 |
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Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?
|
May 27, 2023 |
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Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
|
May 14, 2023 |
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The Lagging Performance of Small-Caps: An Opportunity for Investors?
|
May 01, 2023 |
|
Overconfidence, Under-Reaction, and Warren Buffett’s Investments
|
Apr 15, 2023 |
|
Turmoil in the Global Banking System: Causes, Remedies, Opportunities
|
Mar 25, 2023 |
|
The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?
|
Mar 12, 2023 |
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Thinking About Artificial Intelligence and Its Implications for Investors
|
Feb 26, 2023 |
|
Bed Bath & Beyond and the Fleecing of the American Retail Investor
|
Feb 19, 2023 |
|
The Opportunity in Beaten-Down, Money-Losing Growth Businesses
|
Jan 29, 2023 |
|
Private Equity and the Game of ”Volatility Laundering”
|
Jan 15, 2023 |
|
Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
|
Dec 18, 2022 |
|
How to Invest When You Like the Business But Not Necessarily the Management Team
|
Dec 04, 2022 |
|
Reflecting on the FTX Debacle and the Factors That Made It Possible
|
Nov 20, 2022 |
|
The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
|
Nov 06, 2022 |
|
David Einhorn on Value Investing: Will It Ever Come Back?
|
Oct 22, 2022 |
|
Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”
|
Oct 09, 2022 |
|
The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings
|
Sep 24, 2022 |
|
The Cyclicality of Malthusianism, and Related Investment Implications
|
Sep 11, 2022 |
|
The Futility of Recession Forecasting as Part of an Investment Process
|
Jul 10, 2022 |
|
SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing
|
Jul 03, 2022 |
|
The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion
|
Jun 18, 2022 |
|
SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process
|
Jun 11, 2022 |
|
Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation
|
Jun 05, 2022 |
|
Post-COVID Growth Curves of Growth Companies
|
May 22, 2022 |
|
SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All
|
May 17, 2022 |
|
Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting
|
May 08, 2022 |
|
Twitter, Berkshire Hathaway, and Corporate Governance
|
May 01, 2022 |
|
SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)
|
Apr 27, 2022 |
|
Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap
|
Apr 24, 2022 |
|
A Discussion of Energy: Opportunities and Challenges Facing Investors
|
Apr 10, 2022 |
|
Investing in Housing and Homebuilders: A Discussion of Sector Dynamics
|
Apr 03, 2022 |
|
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
|
Mar 27, 2022 |
|
SPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War
|
Mar 20, 2022 |
|
When Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the Chaos
|
Mar 06, 2022 |
|
SPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth Companies
|
Feb 27, 2022 |
|
Why Executive Compensation Matters | Covid Winners and Losers, and How the Market Thinks
|
Feb 20, 2022 |
|
SPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment Approach
|
Feb 13, 2022 |
|
The Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of Journalism
|
Feb 06, 2022 |
|
SPECIAL: Spencer Jakab on The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors
|
Jan 30, 2022 |
|
The Inflation Debate | Investing in Unprofitable Companies
|
Jan 23, 2022 |
|
Investing and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 Percent
|
Jan 16, 2022 |
|
Disparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and Survival
|
Jan 09, 2022 |
|
SPECIAL: Michael Mauboussin and Saurabh Madaan on Expectations Investing
|
Jan 04, 2022 |
|
SPECIAL: Nick Devlin and Elliot Turner on the Business Model of Naked Wines
|
Jan 04, 2022 |
|
Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021
|
Dec 19, 2021 |
|
Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying
|
Dec 12, 2021 |
|
The Future of Brands and Brand Value | Leadership Change at Twitter
|
Dec 05, 2021 |
|
Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying
|
Nov 21, 2021 |
|
GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing
|
Nov 14, 2021 |
|
Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function
|
Nov 07, 2021 |
|
Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas
|
Oct 31, 2021 |
|
Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?
|
Oct 24, 2021 |
|
David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals
|
Oct 16, 2021 |
|
Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often
|
Oct 10, 2021 |
|
Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway
|
Oct 02, 2021 |
|
Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly
|
Sep 27, 2021 |
|
Investment Implications of Labor Shortages | Don‘t Miss the Big Ideas in Investing
|
Sep 18, 2021 |
|
Why All News Seems to Be Good News | Sound Underwriting vs. Position Management
|
Sep 12, 2021 |
|
Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come
|
Jul 18, 2021 |
|
Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
|
Jul 03, 2021 |
|
Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
|
Jun 26, 2021 |
|
On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
|
Jun 12, 2021 |
|
Aggregation of Marginal Gains | A Study of Lifetime Value Creation
|
Jun 05, 2021 |
|
The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
|
May 29, 2021 |
|
The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
|
May 22, 2021 |
|
Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
|
May 15, 2021 |
|
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
|
May 08, 2021 |
|
The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
|
May 01, 2021 |
|
Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
|
Apr 24, 2021 |
|
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
|
Apr 18, 2021 |
|
The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
|
Apr 12, 2021 |
|
Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
|
Apr 05, 2021 |
|
Collecting as a Framework | Breaking a Business Down to the Unit Economics
|
Mar 27, 2021 |
|
Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
|
Mar 24, 2021 |
|
A Retrospective: The COVID Crash | Hobbies and Games for Investors
|
Mar 20, 2021 |
|
Holding Competing Ideas at Once | Porting Models Across Investments
|
Mar 13, 2021 |
|
Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
|
Mar 06, 2021 |
|
Lottery Tickets and Position Sizing | Earnings Season Investment Process
|
Feb 27, 2021 |
|
David Barr on How Pender Is Finding Value in Fast-Growing Businesses
|
Feb 20, 2021 |
|
Myopic Loss Aversion, Lumpiness of Returns | Human Misjudgment 3.0
|
Feb 13, 2021 |
|
Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital
|
Feb 06, 2021 |
|
Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market
|
Jan 30, 2021 |
|
Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage
|
Jan 23, 2021 |
|
How Smaller Companies Beat Giants | Equity Research: How to Detect BS
|
Jan 16, 2021 |
|
Investing Amid Unprecedented Change | Building From First Principles
|
Jan 09, 2021 |
|
Wholesale Transfer Pricing $NFLX $SPOT $FUBO | Expectations for 2021
|
Dec 28, 2020 |
|
Power of Counterfactual Thinking | Reflexivity as a Valuable Concept in Investing
|
Dec 19, 2020 |
|
#Neversell | Subscription Business Models | Financial Services Disruption
|
Dec 12, 2020 |
|
Investing Lessons from the 1930s | "Slow Hunches" in Business and Investing
|
Dec 06, 2020 |
|
Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence
|
Nov 28, 2020 |
|
Crowdsourcing Ideas | Yellow and Red Flags When Analyzing a Company
|
Nov 21, 2020 |
|
Idea Generation | Berkshire Hathaway Q3 Update | Bond-Style Equity Analysis
|
Nov 14, 2020 |