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This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] James Emanuel is a London-based contrarian investor and founder of Rock and Turner who discovers fundamentally misunderstood companies trading at massive discounts while building his reputation through popular Substack newsletter research and his book "Fabric of Success."3:00 - Emanuel's intellectual curiosity shaped his contrarian approach: "I take nothing at face value. I question absolutely everything" - discusses how questioning religious beliefs as a child developed critical thinking essential for investing6:00 - The Rolex story reveals value perception: bought same expensive watch as colleague but paid significantly less, demonstrating "price is what you pay, but value is what you get" - watch now worth 3x original price9:00 - Law background creates analytical advantage: legal training teaches structured thinking and considering counterarguments, invaluable for examining investment downside risks12:00 - Convergence theory and "golden threads": successful businesses across different eras/industries evolve similar approaches - like sharks and dolphins reaching similar design through different evolutionary paths15:00 - People matter most: "The jockey is more important than the horse" - Apple's near-bankruptcy under Scully vs. massive success under Jobs proves same company with different leader becomes entirely different investment18:00 - Succession planning as golden thread: best companies promote from within (Novo Nordisk had only 5 CEOs in 103 years, Costco leaders worked up from entry-level)21:00 - Bureaucracy as "corporate virus": processes become more important than results, stifling innovation and driving away top talent24:00 - Stock screeners are garbage: statutory accounts weren't designed for investors, focus on qualitative analysis over quantitative metrics27:00 - John Malone created EBITDA metric because Wall Street couldn't understand his tax-minimizing strategy - TCI became 900-bagger despite appearing expensive on earnings multiplesPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Rev. Tim Christopher, who is running for Lt. Governor, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
Neil explores the value of recognising and embracing our mistakes as opportunities for growth. Drawing from his 26 years of experience in the tutoring and coaching business, Neil emphasises the importance of revisiting old learning materials with a fresh perspective, acknowledging that our understanding evolves over time. He encourages listeners to identify areas in their lives and businesses that may not be working and to view these challenges as chances to learn and improve. By adopting a mindset that welcomes being wrong, Neil suggests that we can discover new approaches and ultimately enhance our effectiveness. T KEY TAKEAWAYS Embrace Being Wrong: Recognising that you may be wrong about your beliefs or methods is a crucial step towards personal and professional growth. It allows for the identification of misconceptions and the opportunity to correct them. Continuous Learning: Revisiting old materials and experiences with a fresh perspective can reveal insights that were previously overlooked. This process of continual learning and reevaluation is essential for improvement. Seek Excellence: If you struggle in a particular area, find someone who excels in that field and learn from them. Adopting their beliefs and approaches can lead to significant improvements in your own performance. Change Your Approach: Sticking to ineffective methods can lead to frustration. It's important to recognise when a strategy isn't working and be willing to try new approaches to achieve better results. Reflect on Your Life: Take time to assess different aspects of your life and business. Identifying areas that need improvement can lead to personal growth and better outcomes in your endeavours. BEST MOMENTS "Whenever we find we're wrong about pretty much anything at all, we really should smile and pat ourselves on the back." "Understanding that what you currently believe or understand about the world is just the best you've managed to come up with so far is a more helpful and hopeful interpretation." "If you really suck at something, find someone who's excellent at it. Ask them how they do it." "It's pretty obvious that almost anything else has a better chance of outperforming what you've been doing for years, and that consistently doesn't work." "My suggestion for today is that you look at your life, your business, look at how you live, the way you move through the world." VALUABLE RESOURCES www.Neilcowmeadow.com info@neilcowmeadow.com HOST BIO Neil Cowmeadow is a maverick peripatetic guitar teacher from Telford with over 19 years' experience in the business of helping people. Learn how to start, grow and love your business with Neil's invaluable advice and tips without the buzzwords and BS! This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Solidarity HealthShare co-founder and president Chris Faddis,uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Republican gubernatorial candidate Kendall Qualls, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, an excerpt with BS Show host Bob Sansevere joining K102's Chris Carr and Sam Sansevere on the Chris Carr & Co. Morning Show, Mary Sansevere and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Dave Bialke from Bialke Law, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-host Brian McDaniel, uber-fan Bernie Bomberg, Mary Sansevere and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Solidarity HealthShare co-founder and Chief Medical Officer Dr. John Oertle, Mary Sansevere and psychic Ruth Lordan.
Democrats are stepping in poop at every turn, even when reality slaps them in the face. What percent of democrats think the wide open border/mass migration nightmare wasn't Joe Biden's fault? WHOA. The left-wing media's bias and propaganda-pushing have collapsed ratings and flatlined profits. But Rachel Maddow doubles down. How accusing her bosses of being racist didn't end well for the staff that produces her show.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, Solidarity HealthShare co-founder and president Chris Faddis, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-host Brian McDaniel, Solidarity HealthShare president and co-founder Chris Faddis, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
This episode of The BS Show features Sports Illustrated's Joohn Pluym, "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, and psychic Ruth Lordan.
Welcome back to Thursday Night AMP. Stevie J, Hagen Kirk and Arya Witner are back to talk about the debut of Raw on Netflix and how Stevie was wrong about EVERYTHING! These shows are made possible by your support on Patreon. RapReviews and AngryMarks share the same server for hosting so any support for either site would be appreciated. Thank you.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, New Jersey radio legend Tony Graham, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-host Brian McDaniel, uber-fan Bernie Bomberg, Solidarity HealthShare president and co-founder Chris Faddis, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3435: Mark Manson delves into the liberating realization that everyone is wrong about almost everything. He explores how embracing uncertainty and doubt can help us grow, fostering humility and resilience in a world full of contradictions and complexities. Discover why questioning your beliefs is essential for meaningful change and personal development. Read along with the original article(s) here: https://markmanson.net/wrong-about-everything Quotes to ponder: "Certainty is the enemy of growth. It stifles the possibility of learning and discovery." "Understanding the limits of your knowledge is the first step to gaining real wisdom." "Admitting you're wrong isn't a weakness; it's an opportunity to be better." Episode references: Everything Is Fcked: A Book About Hope: https://www.amazon.com/dp/0062888439 Skeptic Magazine: https://www.skeptic.com The Subtle Art of Not Giving a Fck: https://www.amazon.com/dp/0062457713 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3435: Mark Manson delves into the liberating realization that everyone is wrong about almost everything. He explores how embracing uncertainty and doubt can help us grow, fostering humility and resilience in a world full of contradictions and complexities. Discover why questioning your beliefs is essential for meaningful change and personal development. Read along with the original article(s) here: https://markmanson.net/wrong-about-everything Quotes to ponder: "Certainty is the enemy of growth. It stifles the possibility of learning and discovery." "Understanding the limits of your knowledge is the first step to gaining real wisdom." "Admitting you're wrong isn't a weakness; it's an opportunity to be better." Episode references: Everything Is Fcked: A Book About Hope: https://www.amazon.com/dp/0062888439 Skeptic Magazine: https://www.skeptic.com The Subtle Art of Not Giving a Fck: https://www.amazon.com/dp/0062457713 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3435: Mark Manson delves into the liberating realization that everyone is wrong about almost everything. He explores how embracing uncertainty and doubt can help us grow, fostering humility and resilience in a world full of contradictions and complexities. Discover why questioning your beliefs is essential for meaningful change and personal development. Read along with the original article(s) here: https://markmanson.net/wrong-about-everything Quotes to ponder: "Certainty is the enemy of growth. It stifles the possibility of learning and discovery." "Understanding the limits of your knowledge is the first step to gaining real wisdom." "Admitting you're wrong isn't a weakness; it's an opportunity to be better." Episode references: Everything Is Fcked: A Book About Hope: https://www.amazon.com/dp/0062888439 Skeptic Magazine: https://www.skeptic.com The Subtle Art of Not Giving a Fck: https://www.amazon.com/dp/0062457713 Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of The BS Show features "Wrong About Everything" co-host Amy Koch, Uncle Vinny, uber-fan Bernie Bomberg, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, Ally Aletha Bryant with her "Tell Me Something Shiny" segment, and psychic Ruth Lordan.
Subscribe to Bad Faith on Patreon to instantly unlock this episode and our entire premium episode library: http://patreon.com/badfaithpodcast Current Affairs editor-in-chief and co-author with Noam Chomsky of new book The Myth of American Idealism Nathan J. Robinson returns to Bad Faith to discuss his latest takedown piece -- this time of Slow Boring centrist writer Matthew Yglesias. But first, Nathan addresses taking heat for his take on health insurance CEO Brian Thompson's assassination, & Brie makes Nathan do unpaid labor as her therapist. Subscribe to Bad Faith on YouTube for video of this episode. Find Bad Faith on Twitter (@badfaithpod) and Instagram (@badfaithpod). Produced by Armand Aviram. Theme by Nick Thorburn (@nickfromislands).
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, Ally Aletha Bryant with her segment, "Tell Me Something Shiny," and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, "Tell Me Something Shiny" host Ally Aletha Bryant, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-host Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
This episode of The BS Show features "Wrong About Everything" co-hosts Amy Koch and Brian McDaniel, uber-fan Bernie Bomberg, and psychic Ruth Lordan.
Hour 1 of A&G features... Jack's got to move again Mailbag! Sensitive image warning on the iPhone Katie Green's Headlines! See omnystudio.com/listener for privacy information.
Are grocery stores price gouging? https://www.investing.com/news/stock-market-news/are-grocery-stores-price-gouging-3586125 Links: https://gml.bio.link/ Watch GML on Youtube: https://bit.ly/3UwsRiv Check out Martens Minute! https://martensminute.podbean.com/ Join the private discord & chat during the show! joingml.com Good Morning Liberty is sponsored by BetterHelp! Rediscover your curiosity today by visiting Betterhelp.com/GML (Get 10% off your first month) Get your complimentary bottle of Nugenix by texting GML to 231-231 Protect your privacy and unlock the full potential of your streaming services with ExpressVPN. Get 3 more months absolutely FREE by using our link EXPRESSVPN.com/GML Learn more about your ad choices. Visit podcastchoices.com/adchoices