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Introduction to Serious Investment Analysis
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Welcome (0:39)
Analysing the Industry (8:45)
Analysing the Industry Quality (1:51)
Industry Analysis Conclusions (0:31)
Evaluating Management
Introduction (0:21)
Shareholder Letters (3:35)
Management Incentives (8:48)
Evaluating Management Conclusions (0:29)
Protecting the Downside
Introduction to Downside Protection (0:41)
Audit Report (8:12)
Comparing Margins (13:05)
Downside Protection Conclusions (0:37)
Wrap
Wrap (1:13)
Comparing Margins
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