Paul Johnson
The $2B Burrito: A Deep Dive into Pershing Square’s Chipotle Investment | Wharton Online Lecture
1:17:25
Paul Johnson
Understanding Buffett's $80 Billion Apple Windfall | Wharton Online Lecture
1:10:39
Paul Johnson
Episode 33: Key takeaways from the lectures on growth | Value of Growth Lecture Series
24:28
Paul Johnson
Episode 32: Using the "Italian Cookie" to Evaluate 9 Scenarios | Value of Growth Lecture Series
19:14
Paul Johnson
Episode 31: Modeling a Company with a 5-stage growth model | Value of Growth Lecture Series
30:00
Paul Johnson
Episode 30: Modeling Traditional Growth | Value of Growth Lecture Series
15:13
Paul Johnson
Episode 29: NOPAT Growth | Value of Growth Lecture Series
26:39
Paul Johnson
Episode 28: The Gorilla Game | Value of Growth Lecture Series
22:40
Paul Johnson
Episode 27: Hypergrowth Investment Rules | Value of Growth Lecture Series
29:01
Paul Johnson
Episode 26: Hypergrowth | Value of Growth Lecture Series
17:26
Paul Johnson
Episode 25: Introduction to Growth | Value of Growth Lecture Series
14:22
Paul Johnson
Episode 24: Platform Companies | Value of Growth Lecture Series
26:16
Paul Johnson
Episode 23: Sustainable Competitive Advantage | Value of Growth Lecture Series
24:30
Paul Johnson
Episode 22: Scale Advantages - Part 2 | Value of Growth Lecture Series
13:27
Paul Johnson
Episode 21: Scale Advantages - Part 1 | Value of Growth Lecture Series
17:50
Paul Johnson
Episode 20: Supply-Side Competitive Advantages | Value of Growth Lecture Series
17:06
Paul Johnson
Episode 19: Four Sources of Competitive Advantage | Value of Growth Lecture Series
30:27
Paul Johnson
Episode 18: Assessing Competitive Advantage | Value of Growth Lecture Series
21:23
Paul Johnson
Episode 17: Importance of Competitive Advantage | Value of Growth Lecture Series
22:08
Paul Johnson
Episode 16: P/Es and Valuation | Value of Growth Lecture Series
27:27
Paul Johnson
Episode 15: Value of Growth Rate (The Math) | Value of Growth Lecture Series
24:30
Paul Johnson
Episode 14: Market-Implied Value of Growth (MIVoG) | Value of Growth Lecture Series
15:45
Paul Johnson
Episode 13: Valuing NOPAT | Value of Growth Lecture Series
18:24
Paul Johnson
Episode 12: Which Opportunity Creates the Most Shareholder Value | Value of Growth Lecture Series
17:13
Paul Johnson
Episode 11: What is your Potential Competitor Thinking? | Value of Growth Lecture Series
16:18
Paul Johnson
Episode 10: What Drives Competition? | Value of Growth Lecture Series
17:03
Paul Johnson
Episode 9: The Challenges of Modeling Growth | Value of Growth Lecture Series
15:46
Paul Johnson
Episode 8: And for How Long? | Value of Growth Lecture Series
19:03
Paul Johnson
Episode 7: Which Cash Flows to Discount? | Value of Growth Lecture Series
19:13
Paul Johnson
Episode 6: Why Discount Future Cash Flows | Value of Growth Lecture Series
22:20
Paul Johnson
Episode 5: Catalysts | Value of Growth Lecture Series
15:11
Paul Johnson
Episode 4: Variant Perception | Value of Growth Lecture Series
18:20
Paul Johnson
Episode 3: Why Do Stocks Go Up? | Value of Growth Lecture Series
14:46
Paul Johnson
Episode 2: Market Efficiency | Value of Growth Lecture Series
21:43
Paul Johnson
Episode 1: What is Value Investing | Value of Growth Lecture Series
24:14
Paul Johnson
Price Earnings Ratio as a Valuation Tool | Value of Growth Lecture Series
16:11
Paul Johnson
Apple: Mini Case Study (May 2024) | Value of Growth Lecture Series -
15:04
Paul Johnson
Competitive Advantage | 2024 Berkshire Hathaway Annual Meeting
10:33
Paul Johnson
VALUExBRK - May 2024
10:13