Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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7: Is Value Investing Dead?
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Manage episode 223319553 series 2422891
Content provided by Pierre-Luc Poulin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre-Luc Poulin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
My guest today is Mr Fui Gbedemah: From the company's website: « He stands out for his deep understanding of Value Investing. He has worked in recent years for two major Canadian fund manufacturers. He is a Concordia University graduate (B.Comm). He has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience. » Here is an overview of what we will be discussing: Part 1: Early value investing: Graham & a focus on hard assets - How did Ben Graham value companies? - What was the context of the time he lived in? Part 2: Buffett & Munger: Focusing on earning power & intangibles (Sees, Coca Cola, etc) - How did Buffett buy Sees and what did he see in it? - How then did he scale this idea into a bigger position into Coca Cola? Part 3: Where are we now? Business models that require less capital. The concept of zero marginal costs (Facebook, Uber, etc). - Explain the concept of Zero Marginal Costs? - A public company example of the idea: Facebook - Another example (Google)? - What are the societal implications of these business models? - Is Buffett adapting? In conclusion, is value investing truly dead or still alive & well?
…
continue reading
6 episodes
MP3•Episode home
Manage episode 223319553 series 2422891
Content provided by Pierre-Luc Poulin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pierre-Luc Poulin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
My guest today is Mr Fui Gbedemah: From the company's website: « He stands out for his deep understanding of Value Investing. He has worked in recent years for two major Canadian fund manufacturers. He is a Concordia University graduate (B.Comm). He has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience. » Here is an overview of what we will be discussing: Part 1: Early value investing: Graham & a focus on hard assets - How did Ben Graham value companies? - What was the context of the time he lived in? Part 2: Buffett & Munger: Focusing on earning power & intangibles (Sees, Coca Cola, etc) - How did Buffett buy Sees and what did he see in it? - How then did he scale this idea into a bigger position into Coca Cola? Part 3: Where are we now? Business models that require less capital. The concept of zero marginal costs (Facebook, Uber, etc). - Explain the concept of Zero Marginal Costs? - A public company example of the idea: Facebook - Another example (Google)? - What are the societal implications of these business models? - Is Buffett adapting? In conclusion, is value investing truly dead or still alive & well?
…
continue reading
6 episodes
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