Podcast Episodes
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Session 1: Introduction
In this session, we look at what an investment philosophy is, why you need one to be a successful investor and how best to tailor a philosophy to fit…
5 months, 1 week ago
Session 21 (of 42): Growth Investing - Against the tide of history!
In this session, we wrap up our discussion of growth investing by looking at why some investors may choose to be growth investors, even though it has…
5 months, 1 week ago
Session 30: Valuation - Cash Flows and Discount Rates
Look at the estimation process and challenges associated with estimating cash flows & discount rates in valuation
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5 months, 1 week ago
Session 22 (of 42): Information Trading - Trade on the News
In this session, we introduce information trading (as a philosophy) by first delineating how efficient markets should respond to new information, as …
5 months, 1 week ago
Session 29: Valuation - First Steps
Lay out different ways in which you can approach valuation and define the key drivers of value
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5 months, 1 week ago
Session 24 (of 42): Information Trading - Following the Analysts
In this session, we look at equity research analysts and consider whether following their advice is a market-beating strategy. We begin by looking a…
5 months, 1 week ago
Session 27: Dividend Policy - Action and Follow Up
Use the dividend assessment to make judgments on whether companies should return more or less cash than they are.
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5 months, 1 week ago
Session 23 (of 42): Information Trading - Following the Insiders
In this session, we look at a strategy of following the insiders in a company, buying when they are buying and selling when they are, on the assumpti…
5 months, 1 week ago
Session 26: Dividend Policy - Assessment
Evaluate how much companies can afford to return to stockholders & compare to actual cash returned
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5 months, 1 week ago
Session 28 (of 42): Close Enough - Near Arbitrage
In this session, we look at near arbitrage, where you have two very similar (but not identical) assets trading at different prices at the same point …
5 months, 1 week ago