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SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook
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Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis
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SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies
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Daniel Prather Unveils His Favorite Bargains in the UK Stock Market
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Phil Ordway Returns to Discuss the Equity Market Environment and Outlook
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Bill Chen on Public Equity Investing in Real Estate (Part 4)
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Bill Chen on Public Equity Investing in Real Estate (Part 3)
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Bill Chen on Public Equity Investing in Real Estate (Part 2)
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Bill Chen on Public Equity Investing in Real Estate (Part 1)
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Christopher Tsai on Investing in an Age of Disruption
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TWIII Podcast News, Retrospective, and Outlook
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Remembering Charlie Munger: Life and Legacy
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Shrinking Timeframes and First-Order Thinking Since the Covid Crash
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The Bond Market from a Value Investor’s Perspective
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Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
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Valuation and Capital Allocation in Declining Industries
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Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
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Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?
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Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
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The Lagging Performance of Small-Caps: An Opportunity for Investors?
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Overconfidence, Under-Reaction, and Warren Buffett’s Investments
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Turmoil in the Global Banking System: Causes, Remedies, Opportunities
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The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?
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Thinking About Artificial Intelligence and Its Implications for Investors
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Bed Bath & Beyond and the Fleecing of the American Retail Investor
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The Opportunity in Beaten-Down, Money-Losing Growth Businesses
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Private Equity and the Game of ”Volatility Laundering”
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Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
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How to Invest When You Like the Business But Not Necessarily the Management Team
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Reflecting on the FTX Debacle and the Factors That Made It Possible
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The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
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David Einhorn on Value Investing: Will It Ever Come Back?
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Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”
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The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings
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The Cyclicality of Malthusianism, and Related Investment Implications
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The Futility of Recession Forecasting as Part of an Investment Process
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SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing
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The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion
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SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process
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Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation
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Post-COVID Growth Curves of Growth Companies
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SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All
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Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting
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Twitter, Berkshire Hathaway, and Corporate Governance
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SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)
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Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap
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A Discussion of Energy: Opportunities and Challenges Facing Investors
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Investing in Housing and Homebuilders: A Discussion of Sector Dynamics
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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
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SPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War
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When Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the Chaos
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SPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth Companies
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Why Executive Compensation Matters | Covid Winners and Losers, and How the Market Thinks
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SPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment Approach
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The Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of Journalism
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SPECIAL: Spencer Jakab on The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors
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The Inflation Debate | Investing in Unprofitable Companies
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Investing and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 Percent
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Disparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and Survival
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SPECIAL: Michael Mauboussin and Saurabh Madaan on Expectations Investing
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SPECIAL: Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021
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Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying
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The Future of Brands and Brand Value | Leadership Change at Twitter
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Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying
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GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing
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Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function
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Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas
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Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?
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David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals
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Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often
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Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway
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Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly
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Investment Implications of Labor Shortages | Don‘t Miss the Big Ideas in Investing
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Why All News Seems to Be Good News | Sound Underwriting vs. Position Management
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Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come
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Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting
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Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?
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On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors
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Aggregation of Marginal Gains | A Study of Lifetime Value Creation
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The Big Ideas of Investing | The Sale of Nuance: A Case Study in Incentives
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The Market's Obsession With What's Next | Investing in the Unknown and Unknowable
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Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?
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A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps
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The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing
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Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade
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Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength
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The Art of Short Selling | Reflecting on a Survey of Market Tail Risks
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Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
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Collecting as a Framework | Breaking a Business Down to the Unit Economics
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Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner
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A Retrospective: The COVID Crash | Hobbies and Games for Investors
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Holding Competing Ideas at Once | Porting Models Across Investments
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Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration
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Lottery Tickets and Position Sizing | Earnings Season Investment Process
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David Barr on How Pender Is Finding Value in Fast-Growing Businesses
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Myopic Loss Aversion, Lumpiness of Returns | Human Misjudgment 3.0
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Note Taking, Cloning, and Idol Worship | A Market in Replacement Capital
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Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market
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Level 1 Thinking and Keynes' Beauty Contest | Sources of Operating Leverage
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