Q&A: Outperforming markets, Munger's BABA Mistake & Serial Acquirers!

@theinvestingwithtompodcast: YouTube - https://www.youtube.com/channel/UCdGUfqVCCBveiRwQq2HbsQg Apple, Spotify, Google Podcasts - https://theinvestingwithtompodcast.buzzsprout.com/ @punchcardinvesting LIVE: https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ Follow me on Instagram: https://www.instagram.com/investingwithtom/ Follow me on Twitter: https://twitter.com/TomInvesting Contact me: [email protected] Sign up for any Sharesight subscription below and get four months free (33% discount): https://www.sharesight.com/investingwithtom/ Get $20NZD when you deposit $100NZD or more with Hatch: https://hatch.as/InvestingWithTom Sign up for TIKR to easily analyse and visualise 15+ years of detailed financial data: http://tikr.com/tom Access an extended 14 day free trial of Simply Wall Street: https://simplywall.st/?via=Tom Time stamps: 0:00 - Q&A time! 0:46 - Earnings green and red flags 2:04 - Future podcast guests 3:18 - Best businesses in the world 6:31 - Unsustainable share buybacks 8:31 - Does shareholder equity matter? 10:55 - Munger's BABA mistake 12:47 - Stock based comp, dilution & debt 14:10 - Fishing in Oman 14:43 - Serial acquirers 17:41 - My returns vs. S&P500 21:39 - Thanks! Enjoy :) Disclaimer: I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.​