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© Giuliano Mana
Description
Connecting the dots, speaking with brilliant people. Trying to compound knowledge and find the way to wealth.
45 Episodes
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Today I'm joined by Sidecar Investor. We talked about his unique approach to investing and the impact an extraordinary operator can have on a business. I hope you enjoy it and I’d encourage you to rate the podcast if you doSidecar's Twitter
I speak about this idea Charlie Munger had. After reading about some disciplines, I talk about biology, economics, and physics.
Some of the people mentioned: Munger, Darwin, Hayek, Smith, Newton, Feynman, Gell-Mann, Maxwell & Faraday,
Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simple approach and why investing is the perfect area for a curious mind. I hope you enjoy it and I’d encourage you to rate the podcast if you do.
Dave's Twitter
The Investing for Beginners Podcast
Antonio Linares is an investor and writer of Investment Ideas. In this conversation, we delved into his investment philosophy, his thinking process and explored interesting tangents.
Link to Antonio's Twitter
In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed:
What is The Innovator's Dilemma.
What is disruptive innovation.
What causes good companies to fail.
How was IBM's business disrupted by cloud computing.
Why is Airbnb a disruptive technology but Uber is a sustaining one.
Link to Eric's Twitter
Link to Eric's blog/newsletter
Tesla and how industries evolve
Meta facing the innovator's dilemma
Google bets as a hedge to disruption
First impression from François Rochon's letters
Business models
Vertical vs horizontal integration
Similarities between Zero to One and The Innovator's Dilemma
What causes out-performance?
The Innovator's Dilemma
Apple's stance as of theory
Tesla 'should' have failed
Thoughts on the accounting system
Why earnings are fundamentally flawed
The case for long term investing
Clayton's theories to practice
Business models
Thoughts on growth investing
Discussing connections between:
The Innovator's Dilemma
Jobs needed to be done
Case studies
Peter Thiel
Michael Mauboussin's research
The wisdom of Crowds
The pricing mechanism
The use of knowledge in society
In this episode we go over insights regarding industry fundamentals I obtained from:
Common Stocks and Uncommon Profits
Warren Buffett and the Interpretation of Financial Statements
Warren Buffett shareholder letters
The Innovator´s Dilemma
Zoetis and the animal health industry as a case study
New format. Thinking aloud trying to digest business reads I had. Books covered:
The Innovator's Dilemma
Zero to One
The Little Book that Builds Wealth
Article 28. We covered:
The psychological burden behind investing
2022 as an experience
Compounding knowledge
Link: My Encounter With Reality
Article 27. In this one, we make a recap of the year articles:
What we learned
Ideas moving forward
Personal news
Summary of many articles
Link to the article: Yearly Recap
Article 26. Today, we go over:
Sources of information
People I follow and read to get new ideas and learn
Link to the article: Merry Christmas
Article 25. In this episode we go over:
Why is this important
How to try measure this
ROE/ROIC/ROA and a Buffett approach
Link to the article: Analyzing capital allocation skills
Article 24. In this episode, we go over:
Scenario 1: a company about to go bankrupt and how to detect it
How to make decisions to improve the probability of success
How to really know the fcf margin a company operates at
Further insights that arose when thinking
Link to the article: Insights Upon Financial Statements
Article 23. In this episode, we cover:
What are balance sheets
Distinction among the three parts
Diving a bit into tricky subtitles
Link to the article: Balance Sheets
Article 22. In this episode, we go over:
What are cash flow statements
Break down of its three components
Insights that derive from them
Link to the article: Cash flow statements
In this episode, we go over Visa's earnings. Particularly:
Overall financial analysis
Financial trends
Company KPIs (transaction volume, processed transactions)
Management commentary and outlook
My take
Link to the article: Visa earnings review
In this episode we go through Tesla's earnings, particularly:
Overall financial analysis
Breakdown by segment (automotive and energy)
Management commentary and outlook
My take
Link to the article: Tesla earnings review
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