All Episodes

Morgan Housel on Money in Your 40s and Beyond

When 40x P/E is a Bargain

How Should Investors Think About AI Today? Todd Wenning and Jeff Fischer Discuss

Does Moat Investing Work?

Selling a Stock to Buy a Stock; What Panic Really Looks Like

Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life

Flyover Stocks Interview with Jeff Fischer

Flyover Stocks Interview with Lawrence Hamtil and Doug Ott

The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons

Powerful Experiences, Considering Momentum, and Casino-Like Markets

Signs of a Good Investment Process, Revisited

Flyover Stocks: Interview with Maya Peterson

Three Recent Memo Topics

Plato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing Industry

How to Quantify the Qualitative

Mind the Gap: The Risks of Missing Moat, Management, or Valuation

Buffett's Aim Small, Miss Small Approach

15 Questions to Ask Management Teams, Revisited

Letting Go: Why Selling is so Hard to Do

Position Sizing: Optimizing for Better Returns

Why Network Effects Unravel

5 Signs of a Flyover Stock

Flyover Stock: Howdens Joinery

Too Many Professional Managers, Not Enough Stewards

One Investing Trait to Rule Them All

What We Talk About When We Talk About Moats