Security Analysis
topic on 2 shows · 2 statements across 1 episodes · said 16 times in 6 episodes since 2018
Capital Allocators 13 
the Knowledge Project 3
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Capital Allocators 13the Knowledge Project 3
2024 1 mention in 1 episode
2023 10 mentions in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2019 1 mention in 1 episode
2018 2 mentions in 1 episode
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2 statements about Security Analysis, every show
Robinson: The concept of 'intrinsic value' in fundamental analysis is a fraud
“Intrinsic value is a fraud, and I can demonstrate that. It's a fraud for several reasons. First, I'm using air quotes. What he really meant by intrinsic value is true value. But he knows if he used the phrase true value of something, that people would say, hey…”
Robinson: Fundamental analysts show hubris expecting unique insights from standard MBA tools
“Every fundamental analyst believes he or she using exactly the same tools that every other and information and information that every other MBA, former MBA student has acquired reading security analysis is going to discover something no one else has discovered…”