Chapter
The Importance of Finding a Business That Can Compound Value
59:22 - 1:03:05 (03:43)
Focus on finding a business that can compound value over time, regardless of market cycles, instead of trying to time the market.
Clips
Focus on investing in businesses that can compound value over time, regardless of market cycles, to earn long-term earnings.
59:22 - 1:01:29 (02:07)
Investing
Summary
Focus on investing in businesses that can compound value over time, regardless of market cycles, to earn long-term earnings.
ChapterThe Importance of Finding a Business That Can Compound Value
EpisodeE87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The underwriting process for business investments involves detailed diligence, such as understanding take rates in different markets and how banks generate net increased income.
1:01:29 - 1:03:05 (01:36)
Business Investments
Summary
The underwriting process for business investments involves detailed diligence, such as understanding take rates in different markets and how banks generate net increased income. Additional factors include analyzing how loss rates change during economic expansions and recessions.