130 Avsnitt

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

    Publicerades: 2021-07-03

  2. Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?

    Publicerades: 2021-06-26

  3. On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

    Publicerades: 2021-06-12

  4. Aggregation of Marginal Gains | A Study of Lifetime Value Creation

    Publicerades: 2021-06-05

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

    Publicerades: 2021-05-29

  6. The Market's Obsession With What's Next | Investing in the Unknown and Unknowable

    Publicerades: 2021-05-22

  7. Persistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?

    Publicerades: 2021-05-15

  8. A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps

    Publicerades: 2021-05-08

  9. The Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in Investing

    Publicerades: 2021-05-01

  10. Emerging vs. Established Quality | Highest-Returning Stocks of the Past Decade

    Publicerades: 2021-04-24

  11. Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength

    Publicerades: 2021-04-18

  12. The Art of Short Selling | Reflecting on a Survey of Market Tail Risks

    Publicerades: 2021-04-12

  13. Special: Surviving 20+ Years, Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner

    Publicerades: 2021-04-05

  14. Collecting as a Framework | Breaking a Business Down to the Unit Economics

    Publicerades: 2021-03-27

  15. Special: From Poker Player to Portfolio Manager, with Evan Tindell and Elliot Turner

    Publicerades: 2021-03-24

  16. A Retrospective: The COVID Crash | Hobbies and Games for Investors

    Publicerades: 2021-03-20

  17. Holding Competing Ideas at Once | Porting Models Across Investments

    Publicerades: 2021-03-13

  18. Danny Meyer's Concept of "Constant, Gentle Pressure" | Equity Duration

    Publicerades: 2021-03-06

  19. Lottery Tickets and Position Sizing | Earnings Season Investment Process

    Publicerades: 2021-02-27

  20. David Barr on How Pender Is Finding Value in Fast-Growing Businesses

    Publicerades: 2021-02-20

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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.

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