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