On this episode we talk about a memo of ours on what the cost of equity is, and how investors can practicially contextualize the question. The memo we draw on in this episode is called "How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity" and can be found here.

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Show Notes

(0:00) Intro

(0:45) How Much Money Should I Make for Risking my Capital?

(1:32) The Munchausen Trilemma

(3:48) Relative vs Absolute Investors

(11:38) How "Absolute Investor" is a Misnomer

(15:25) The Punch Card Idea and How it Relates to the Cost of Equity

(26:24) Conclusion

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. What is the Cost of Equity?

The Synopsis

Dialogue. What is the Cost of Equity?