In this episode, you'll learn:
- How to factor disruption technologies into your investment thesis
- How to locate an emerging moat for a business
- Why we should evaluate our stock performance using stress adjusted returns
- How to read Warren Buffett’s letters to shareholders
- Ask The Investors: How do I choose the best stock broker?
Resources mentioned during the show:
- Preston and Stig’s comparison of stock brokers
- Sanjay Bakshi’s blog post about return per unit of stress
- Warren Buffett’s letters to shareholders
- Hari Ramachandra’s interview with Sanjay Bakshi
- Tweet directly to Sanjay Bakshi
- Solve your long list of must-reads once and for all with Blinkist
- Find the best job candidate at Ziprecruiter
- Watch Billions only at STAN.
- Refinance your student loan with First Republic
- Move your business to the cloud with Netsuite
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