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Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simple approach and why investing is the perfect area for a curious mind. I hope you enjoy it and I’d encourage you to rate the podcast if you do.
Dave's Twitter
The Investing for Beginners Podcast
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Antonio Linares is an investor and writer of Investment Ideas. In this conversation, we delved into his investment philosophy, his thinking process and explored interesting tangents.
Link to Antonio's Twitter
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In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed:
What is The Innovator's Dilemma. What is disruptive innovation. What causes good companies to fail. How was IBM's business disrupted by cloud computing. Why is Airbnb a disruptive technology but Uber is a sustaining one.Link to Eric's Twitter
Link to Eric's blog/newsletter
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Tesla and how industries evolve Meta facing the innovator's dilemma Google bets as a hedge to disruption First impression from François Rochon's letters Business models Vertical vs horizontal integration Similarities between Zero to One and The Innovator's Dilemma
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What causes out-performance? The Innovator's Dilemma Apple's stance as of theory Tesla 'should' have failed Thoughts on the accounting system Why earnings are fundamentally flawed
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The case for long term investing Clayton's theories to practice Business models Thoughts on growth investing
