note for myself: 8:08 rob looks for things that could dismantle his thesis instead of finding more and more information that confirms it (confirmation bias!); star investors like george soros have the same approach (disciple of karl popper -> falsifiability)
Superb .. nice questions and equally insightful replies. Keep up the good work
Great we want more thanx to valuedach and Rob👍
@@GoodInvestingTalks great 👍
Very interesting! You can see the influence Fisher have on his method 😋
thanks for the video
note for myself: 8:08
rob looks for things that could dismantle his thesis instead of finding more and more information that confirms it (confirmation bias!); star investors like george soros have the same approach (disciple of karl popper -> falsifiability)
as Charlie Munger famously proclaimed: "invert, always invert!"
Did he say he wanted to talk about Prosus?
I wonder what's his portfolio size is since is so concentrated! 10 positions!
Size? You mean AUM? I think 250 mio €.
If we just could get this watchlist...
Around 15:00, what the name of the leasing company?
Grenke or Credit Acceptance?
@@GoodInvestingTalks thank you!
Only Dividends matter.
Nope!
ok boomer