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Topics discussed:
- How do you address confirmation bias?
- How do you use options in a sideways market?
- How do you deal with the opportunity cost of time?
- How do you analyze a new company or industry?
- Is there a fundamental economic structure shift we could be cautious about?
- What is your opinion on index investing?
Topics discussed:
- When should you be fully investing vs keep cash? Do you invest in other markets with threats to the US dollar?
- What do you think about investing in Europe?
- What is your thesis on Uber? Do value investors have marriage issues?
- Is Uber overearning and underpaying drivers?
- Would you consider investing in Chinese DiDi?
- How do you write prompts to use AI for research?
Topics discussed:
- How do investment ideas come to you?
- Do you think AI will increase or decrease market efficiency?
- What advice do you have for young people?
- What is your decision-making process in light of two opposing extremes?
- How do you assess the market for battery technologies?
- What have you learned from an investment thesis working, but not reflected in the stock price?
- What did you learn from your biggest mistakes?
- How do you handle incremental funds added to a portfolio?
