Invest Like the Best with Patrick O'Shaughnessy
Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]
My guest this week is Carl Kawaja. It’s the second t...
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Jan 31 2023 1h 12m
Chapter 1 3 mins
[First question] What the market feels like to him todayChapter 2 3 mins
The pros and cons of the cost of capital and experimentationChapter 3 5 mins
Things we can learn from Oil & Gas stocks and resource commodities in generalChapter 4 5 mins
Pulling apart the key lessons from Berkshire’s purchases of IBM and AppleChapter 5 5 mins
The practical implications of wanting to land more soft-wins in investing that aren’t apparent out of the gateChapter 6 5 mins
How he approaches and considers products and product cycles writ largeChapter 7 2 mins
The Systems BibleChapter 8 5 mins
Thoughts about making money from value based strategiesChapter 9 4 mins
His methodology to go about finding the next diamond in the roughChapter 10 2 mins
A New InningsChapter 11 3 mins
The Arc of Boxing ; Lessons from Muhammad Ali fighting Cleveland WilliamsChapter 12 5 mins
Someone he thinks is an exemplar in both business and the worldChapter 13 5 mins
Don’t Sleep There Are SnakesChapter 14 7 mins
The role fossil fuels play in the energy transition and the current regime changeChapter 15 4 mins
What we can learn from uncontroversial transitions in the past