Manage episode 272397375 series 2773158
In this episode, John Mihaljevic hosts a discussion of:
Investing as a generalist -- a manifesto: the advantages (and potential drawbacks) of being a generalist investor and taking a generalist mindset to life; led by Elliot Turner
Employee options and repurchases: the "games" companies play when it comes to doling out stock-based compensation and using buybacks to offset dilution; led by Chris Bloomstran
The golden age of fraud: Jim Chanos has called our time the "golden age" of corporate fraud, and a "fake it till you make it" attitude seems to have become more pervasive; led by Phil Ordway
Enjoy the discussion!
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