370- From the Vault: Cheryl Einhorn on Decision-Making & Research

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 24 May 2022

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How do you make a decision about a company with a future that is uncertain, like Netflix? Before diving deep into all of your questions and responses about Netflix next week, this week, InvestED revisits Danielle’s interview with Cheryl Einhorn, the creator of the Area method. The Area method is a decision-making system to solve complex problems, like the question posed above. With years of experience, knowledge, and practice on deciding whether or not to invest in a company with an uncertain future, Cheryl Einhorn shares her insights with Danielle, and you, on this week’s podcast. To learn more about how to set yourself up for successful investments, download your FREE copy of Phil Town’s Ultimate Investing Guide: https://bit.ly/3lHi5mU Topics discussed in this podcast: Investing uncertainty Netflix Inflation Area Method Resources discussed in this podcast: Problem Solved by Cheryl Strauss Einhorn Investing in Financial Research: A Decision Making System for Better Results by Cheryl Strauss Einhorn areamethod.com For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Mailchimp would like to talk to you about customers.
0:03.6	A customer is what happens when marketers fail to personalise their marketing,
0:07.7	grouping customers with very different behaviours into one tangled mess.
0:11.8	But with MailChimp, marketers can use real-time behaviour data to personalise every email for every customer.
0:18.2	So get MailChimp and turn your customers into customers.
0:22.4	Into it MailChimp, the number one email marketing and automation brand.
0:26.7	Based on customer numbers, per verification email, advertising at MailChimp.com.
0:42.8	Hi everybody and welcome to Invested, I'm Danielle Towne.
0:46.8	This week I want to say thank you to everyone who sent in such good emails,
0:51.1	so much content, so much deep research and thought and questions about Netflix.
0:56.7	So what we're doing is we're preparing for that episode, or maybe multiple episodes,
1:02.2	knowing us, starting next week. And everybody who sent in an email,
1:07.5	I will be responding to you this week, so look out for that.
1:11.8	And the email submission is now closed on Netflix. Don't send me any more, I mean you can send
1:18.4	more emails, but I'm not going to guarantee I'm going to read them or put them on the show,
1:22.2	but everybody who sent them in so far, we're going to talk about them. So fantastic, thank you.
1:28.9	And this week to prepare for that process coming up, diving deeply into Netflix,
1:35.7	I want to play an interview I did with Cheryl Einhorn, who wrote an excellent book
1:40.6	about decision-making in investing. This is the crux of the matter, how do we make a decision
1:48.0	about a company with a future that is uncertain, that may be incredible, or may not be,
1:55.6	and the information we have right now is limited. So that's the work she does,
2:00.5	and she was an investigative reporter at Barons for years, focused deeply on investigating companies,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Phil Town & Danielle Town, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Phil Town & Danielle Town and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.