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Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University April 7, 2020
(00:00:00) - Introduction
(00:04:40) - Purchase of Stonetrust Insurance
(00:8:30) - Insurance Business Model
(00:11:05) - Sale of Stonetrust Insurance
(00:22:47) - Valuing an Insurance company
(00:25:12) - Being a harsh grader
(00:30:40) - Circle of Competence
(00:42:03) - Start early with investing
(00:55:48) - Improving your Circle of Competence
(01:02:58) - Learnings from investment mistakes
(01:09:54) - Value Investment Categories
(01:29:16) - Probability estimation for outcomes
(01:34:28) - Philip Fisher's Scuttlebutt method
(01:37:10) - Munger's advice on sharing Investment ideas
(01:42:20) - Human response to Economy
By Mohnish Pabrai4.9
7777 ratings
Business Analysis and Valuation Course Professor Andrew Sandoe, Harvard University April 7, 2020
(00:00:00) - Introduction
(00:04:40) - Purchase of Stonetrust Insurance
(00:8:30) - Insurance Business Model
(00:11:05) - Sale of Stonetrust Insurance
(00:22:47) - Valuing an Insurance company
(00:25:12) - Being a harsh grader
(00:30:40) - Circle of Competence
(00:42:03) - Start early with investing
(00:55:48) - Improving your Circle of Competence
(01:02:58) - Learnings from investment mistakes
(01:09:54) - Value Investment Categories
(01:29:16) - Probability estimation for outcomes
(01:34:28) - Philip Fisher's Scuttlebutt method
(01:37:10) - Munger's advice on sharing Investment ideas
(01:42:20) - Human response to Economy

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