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5GQ Kenneth Jeffrey Marshall - Good Stocks Cheap

Five Good Questions Podcast

Release Date: 02/08/2019

5GQ Adam Mead - The Complete Financial History of Berkshire Hathaway show art 5GQ Adam Mead - The Complete Financial History of Berkshire Hathaway

Five Good Questions Podcast

In this week's episode of Five Good Questions, we're interviewing Adam Mead about his new book, The Complete Financial History of Berkshire Hathaway. Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, and founder of WatchlistInvesting.com. His book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger’s Conglomerate Masterpiece (Harriman House, 2021) was released in April. Extras and research material can be found at brkbook.com. Five Good Questions: 1. There’s an unbelievable amount of financial...

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5GQ William Green - Richer, Wiser, Happier show art 5GQ William Green - Richer, Wiser, Happier

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing William Green about his new book Richer, Wiser, Happier. This book is based on hundreds of hours of interviews that he’s conducted over the last 25 years with a pantheon of legendary investors—everyone from Sir John Templeton to Charlie Munger, Howard Marks to Joel Greenblatt, Ed Thorp to Nick Sleep. William has written for many publications, including Time, Fortune, Forbes, Barron’s, The New Yorker, and The Economist. He edited the Asian, European, Middle Eastern, and African editions of Time. Born and raised in London, he studied...

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5GQ Eric Jorgenson - The Almanack of Naval Ravikant show art 5GQ Eric Jorgenson - The Almanack of Naval Ravikant

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Eric Jorgenson about the book The Almanack of Naval Ravikant. Eric Jorgenson is a product strategist and writer. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find home service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers. You can find all of his projects and other writing on EJorgenson.com. Five Good Questions: 1. This is a very unusual book--how did this project come about? 2. What was your favorite section to work on? 3. What...

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5GQ Tim Koller - Valuation show art 5GQ Tim Koller - Valuation

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Tim Koller about the 7th edition of Valuation. Tim Koller is a core leader of the Corporate Finance Practice at McKinsey. During his more than 28 years of consulting, Tim has served clients globally on value creation, corporate strategy, capital-markets issues, and M&A transactions. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies. This book—now in its seventh edition—has sold more than 800,000 copies. Before joining McKinsey, Tim was a vice president at Stern Stewart & Company, a leading...

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5GQ Mike Michalowicz - Fix This Next show art 5GQ Mike Michalowicz - Fix This Next

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Mike Michalowicz about his book Fix This Next. Mike Mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe...

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5GQ Matt Ridley - How Innovation Works show art 5GQ Matt Ridley - How Innovation Works

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Matt Ridley about his new book How Innovation Works. Matt Ridley's books have sold over a million copies, been translated into 31 languages and won several awards.  His TED talk "When Ideas Have Sex" has been viewed more than two million times.  He writes a weekly column in The Times (London) and writes regularly for the Wall Street Journal. As Viscount Ridley, he was elected to the House of Lords in February 2013. He also served on the science and technology select committee.  With BA and DPhil degrees from Oxford...

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5GQ Bogumil Baranowski - Money, Life, Family show art 5GQ Bogumil Baranowski - Money, Life, Family

Five Good Questions Podcast

In this week's Five Good Questions, we're interviewing Bogumil Baranowski about his book Money, Life, Family. Bogumil K. Baranowski is a New York City-based investment professional with almost fifteen years of experience. He is a founding partner of Sicart Associates, a boutique investment firm catering to families and entrepreneurs on both sides of the Atlantic and the Pacific. He is the author of Outsmarting the Crowd and a TEDx Speaker ("The Great Investor in You"). Bogumil greatly enjoys speaking about investing and family wealth around the world. He likes to say that he was born Polish,...

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The Hikecast 10 show art The Hikecast 10

Five Good Questions Podcast

The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature. The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature. Care to join us on a hike? :) My guest for this episode is Bill Brewster. Bill is a research analyst at Sullimar Capital Group. After getting a degree in Finance and Accounting from Auburn University, he got a law degree from...

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5GQ Alan Klement - When Coffee and Kale Compete show art 5GQ Alan Klement - When Coffee and Kale Compete

Five Good Questions Podcast

Alan Klement helps individuals, teams, and companies become great at making and selling products that people will buy.  His own experience as an entrepreneur helps make him effective at helping others.  He is the author of When Coffee and Kale Compete. Five Good Questions Perhaps you could explain what Job to Be Done (JTBD) and Customer Jobs mean through the example of buying a Snickers vs. Milky Way? What is the problem with Chasing Visible Figures and how it relates to creative destruction? What are the forces of progress and how do they fit with JTBD? What do systems have to do...

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5GQ Robert Greifeld - Market Mover show art 5GQ Robert Greifeld - Market Mover

Five Good Questions Podcast

Robert Greifeld is the former CEO and Chairman of Nasdaq, Inc. He is currently Chairman of Virtu Financial, a leading financial technology and trading firm, Managing Partner and Co-Founder at Cornerstone Investment Capital, a financial technology investment firm, and a Board Member at Capital Rock and Financeware.  Bob is Chairman and Founder of USATF Foundation, an organization dedicated to supporting both athletes from disadvantaged backgrounds and our next generation of Olympians. Bob also serves on the NYU Stern Board of Overseers. Five Good Questions: What do you think about the...

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More Episodes

In this week's Five Good Questions, we're interviewing Kenneth Jeffrey Marshall about his book Good Stocks Cheap.

Kenneth Jeffrey Marshall teaches value investing at the Stockholm School of Economics in Sweden, and at Stanford University.  He also teaches asset management at UC Berkeley.  A longtime value investor, he wrote the book Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance.  He holds a BA in Economics from UCLA; and an MBA from Harvard.

Five Good Questions:
1.  Can you walk us through how you built your investing model?  I especially liked your ideas that organize efforts around “Know what to do,” “Do it,” and “Don’t do anything else.”
2.  Your book demonstrates a clear understanding of accounting.  Has the rise of intangibles changed how you use and interpret financial statements?
3.  There have been some great studies and white papers on reversion to the mean on returns on invested capital.  Do those influence your evaluation of strategic assessment?  Are we ever going to see profit margins mean revert again?
4.  One of the biases you identify is called “miscontrast.”  Can you explain what that is?  Do you consider yourself an absolute or relative value investor?  (It feels like a lot of the 13F ideas I’ve kicked the tires on the last few years during an expensive market suffer from this biases.)
5.  What are the ancillary, non-monetary benefits you’ve found to being an investor?

And make sure you pick up your copy of the Rebel Allocator, available now on Amazon in both digital and physical formats!