Tag Archives for " Show Notes "

what-works-in-investing-episode-86-Seth-Klarman-Q2

Seth Klarman Q2 2017 Investor Letter Review

WWII 086: Seth Klarman Q2 2017 Investor Letter ReviewPodcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Seth Klarman’s Q2 2017 Investor Letter HighlightsSeth Klarman is usually not that outspoken about politics, but in Baupost […]

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what-works-in-investing-episode-85-buffett-airlines

Why Warren Buffett is Buying Airlines, Why Companies Go Public, How to Learn Corporate Finance

Why Warren Buffett is Buying Airlines, Why Companies Go Public, How to Learn Corporate FinancePodcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Why is Warren Buffett buying airlines after decades of ignoring them?Buffett once […]

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what-works-in-investing-episode-84-managing-correlation

How to Manage Correlation in Your Portfolio, Margin Debt worse than Mortgage Debt, Importance of Liquidity: WWII 084

How to Manage Correlation in Your Portfolio, Margin Debt worse than Mortgage Debt, Importance of Liquidity: WWII 084Podcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Managing correlation in your portfolioManaging correlation doesn’t have to […]

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what-works-in-investing-episode-83-capital-allocation

WWII 083: How to Allocate Capital to Your Investment Ideas

WWII 083: How to Allocate Capital to Your Investment IdeasPodcast: Play in new window | DownloadSubscribe: Android | RSS Main Topic: How to allocate your capital across investment ideasThis podcast episode is part of a series about portfolio management and covers the topic of capital allocation on which I wrote an extensive blog post.The different […]

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what-works-in-investing-episode-82-idea-generation

WWII 082: Idea Generation for new investors, cost differences between coal and offshore oil drilling, when do options expire

WWII 082: Idea Generation for new investors, cost differences between coal and offshore oil drilling, when do options expirePodcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Idea Generation for New InvestorsI’m a proponent of […]

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what-works-in-investing-episode-81-control-stock

WWII 081: Control Investing Has Changed from 1950’s To Today, Socially Responsible Investing, Non-Dividend Stocks

WWII 081: Control Investing Has Changed from 1950’s To Today, Socially Responsible Investing, Non-Dividend Stocks Insert WordPress Content Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: How Control Investing Has Changed from 1950’s To TodayThis episode was inspired by a listener named Dan C. […]

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what-works-in-investing-episode-80-buying-programs

WWII 080: Buying Programs and Disciplines, Trading a Roth IRA, Investing vs Speculating, Sales of New Homes Fall from Lack of Supply

WWII 080: Buying Programs and Disciplines, Trading a Roth IRA, Investing vs Speculating, New Homes Sales SlowPodcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Buying Programs and DisciplinesThis episode was inspired by a listener […]

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what-works-in-investing-episode-79-buffetts-moats

WWII 079: Economic Moats Around Great Companies, Reverse Stock Splits, Buying Silver

WWII 079: Economic Moats Around Great Companies, Reverse Stock Splits, Buying SilverPodcast: Play in new window | DownloadSubscribe: Android | RSS Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Economic Moats Around Great CompaniesWarren Buffett said “In business, I look for economic castles protected […]

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