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Think in Probabilities: Investment Mindset Shift
9:23
Think in Probabilities: Investment Mindset Shift
How the Business Makes Money | Core Skill for Analysts
8:01
How the Business Makes Money | Core Skill for Analysts
Reflexivity in Markets: Soros’s Theory & Why It Matters | Episode #40
8:56
Reflexivity in Markets: Soros’s Theory & Why It Matters | Episode #40
How Value Is Created | The Core of Investment Valuation
5:50
How Value Is Created | The Core of Investment Valuation
Think Like a Pro: Secrets of Great Investors | Episode #39
5:29
Think Like a Pro: Secrets of Great Investors | Episode #39
Know How the Numbers Work: Investor’s First Skill
5:35
Know How the Numbers Work: Investor’s First Skill
Arm’s Forecast Miss: What AI Investors Missed | Valuation Reset Explained
6:56
Arm’s Forecast Miss: What AI Investors Missed | Valuation Reset Explained
Seeing the Market at a Glance Using HeatMaps
9:16
Seeing the Market at a Glance Using HeatMaps
The Glass Door Dilemma: Markets and Human Blind Spots | Episode #37
7:54
The Glass Door Dilemma: Markets and Human Blind Spots | Episode #37
Hardware to Hybrid: Service-Led Tech Valuation Shift
11:05
Hardware to Hybrid: Service-Led Tech Valuation Shift
DoorDash’s $3.6B Bid for Deliveroo: Strategic Expansion or Risky Gamble?
8:37
DoorDash’s $3.6B Bid for Deliveroo: Strategic Expansion or Risky Gamble?
Strategic Quitting in Investing: When to Cut and Run
7:13
Strategic Quitting in Investing: When to Cut and Run
Netflix Subscriber Miss Growth at Any Cost Hits a Wall
9:00
Netflix Subscriber Miss Growth at Any Cost Hits a Wall
Samsungs Surprise Miss Memory Recovery Not Yet Priced In
8:13
Samsungs Surprise Miss Memory Recovery Not Yet Priced In
Coca-Cola's $12B Tax Battle: What It Means for DCF Valuation! 📊💰
6:10
Coca-Cola's $12B Tax Battle: What It Means for DCF Valuation! 📊💰
Microsoft vs Apple: $5T Valuation Clash Explained
6:40
Microsoft vs Apple: $5T Valuation Clash Explained
StubHub IPO Valuation: Bubble Hype or Real Opportunity?
9:35
StubHub IPO Valuation: Bubble Hype or Real Opportunity?
Thinking Differently in Investing: The Hidden Edge
2:39
Thinking Differently in Investing: The Hidden Edge
Golf & Market Analysis: Lessons in Resilience
5:49
Golf & Market Analysis: Lessons in Resilience
The Quiet Power of Thinking Differently
2:39
The Quiet Power of Thinking Differently
Network Effects: Power and Fragility in Platforms
8:21
Network Effects: Power and Fragility in Platforms
Why Markets Miss Known Risks: The Analyst Blind Spot
5:29
Why Markets Miss Known Risks: The Analyst Blind Spot
Spotify Turnaround 2024: Profitability Unlocked
7:05
Spotify Turnaround 2024: Profitability Unlocked
AI for Analysts: Prompt Engineering Unlocks Alpha
8:20
AI for Analysts: Prompt Engineering Unlocks Alpha
Market Psychology: How Emotion Creates Mispricing
8:30
Market Psychology: How Emotion Creates Mispricing
Data Visualization in Finance: Design Drives Decisions
6:56
Data Visualization in Finance: Design Drives Decisions
Behavioral Edge in Investing: Knowing When to Quit
11:30
Behavioral Edge in Investing: Knowing When to Quit
Market Concentration: How It Shapes Strategy
7:50
Market Concentration: How It Shapes Strategy
Alphabet’s $32B Wiz Deal: Strategic Edge or Overpay?
7:05
Alphabet’s $32B Wiz Deal: Strategic Edge or Overpay?
AGI’s Economic Impact: Investment Megatrends
7:04
AGI’s Economic Impact: Investment Megatrends