Direk Khanijou

The Direk Khanijou Show

Arts EN ↓ 36 episodes

This podcast is about financial history, obscure business stories, and timeless investing principles.

Author

Direk Khanijou

Episodes

#11 Microsoft’s insane valuation in 1999 20.02.2022 2:27

In this episode Direk talks about the insane valuation placed on Microsoft's business during the dot com bubble. Learn more about Direk Khanijou at www.rbxinvestments.com

#10 Introduction to Banking 13.02.2022 3:43

This episode is an introduction to banking. Direk talks about deposits, loans, and leverage in banking. Learn more about Direk Khanijou at www.rbxinvestments.com

#9 What's Your Investing Style? 06.02.2022 2:52

This episode is about how to think about developing your own style of investing. Learn more about Direk Khanijou at www.rbxinvestments.com

#8 Introduction to Financial Statements 30.01.2022 5:41

This episode is an introduction to financial statements. Direk talks about the importance of accounting and what each of the three financial statements represent. Learn more about Direk Khanijou at www.rbxinvestments.com

#7 My Reading Habits! 23.01.2022 4:18

This episode is about my reading habits. I talk about how I decide what to read, why I always mark up my books, the importance of reading and more! Learn more about Direk Khanijou at www.rbxinvestments.com

#6 Who is Mr. Market? Timeless Investing Principles 14.01.2022 3:48

This episode is about a key principle of value investing called Mr. Market. This is a Ben Graham idea who wrote about it in Chapter 8 of The Intelligent Investor. Graham said we should imagine stock prices as coming from a fellow named Mr. Market who is your partner in a private business. He has 3 great qualities 1) he offers you an identical buy-sell price 2) he has these crazy mood swings and 3)...

#5 What is Margin of Safety? Timeless Investing Principles 08.01.2022 4:10

This episode is about a key principle of value investing called Margin of Safety. This is a Ben Graham idea who wrote about it in Chapter 20 of The Intelligent Investor. I explore the different sources of margin of safety. Learn more about Direk Khanijou at www.rbxinvestments.com

#4 The role of luck in life and investing 03.11.2021 3:56

This video is about the role of luck in life and investing. Topics covered: -The different types of luck according to Naval Ravikant -Michael Mauboussin's framework for spotting games that are all luck, pure skill or some combination -The role of feedback in sports and investing Learn more about Direk Khanijou at www.rbxinvestments.com

#3 Thoughts on stock options and dilution 03.11.2021 7:03

This episode is about stock options, executive compensation, and dilution. Topics covered: -Why most stock options programs don't align the interests of management with shareholders -How stock options are dilutive to shareholders -How stock options can incentivize bad behavior -Stock option accounting -Why I look at the share count over time Learn more about Direk Khanijou at www.rbxinvestments.co...

#2 Investing vs Speculating. What's the difference? 03.11.2021 5:11

Topics covered: -Ben Graham's definition of investing -How investors behave differently than speculators -Lessons from past speculative mania -Book recommendation Learn more about Direk Khanijou at www.rbxinvestments.com

#1 Who is Direk Khanijou? 03.11.2021 5:32

Learn more about Direk Khanijou at www.rbxinvestments.com