Hi, 2021, hello, old friends and new ones!
Late apologies for standing up you guys for so long, and to compensate, we've read three chapters all at once this time and we offered to share more!
We're reading the book by Howard Marks, The Most Important Thing and in this episode we initiated a heated discussion over Intrinsic Value and Value Proposition and challenged each other a little bit over several sub-topics.
How do we interpret Intrinsic Value and Value Proposition of a specific company? What are their differences? Which one matters more, given what perspective? These are the questions we want to answer in this episode and feel free to drop your comments or ideas if you also have anything to share!
Since this is an ongoing project, there is still large room for improvement. So if you have any suggestions on how we can improve this podcast or you want to join us in reading these books together, please write to us and send emails to readmaybefbc@163.com.
Look forward to hearing from you!
New episode every week, probably & hopefully
BGM credited to: Big Handsome Guy by Purrito
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