Elle Me Dit 怪蛋BB8

Good day, guys and gals! Welcome to another week of discussion over the book The Most Important Thing.

In last episode, Fiona and I had a heated discussion over the notions of intrinsic values and value propositions. This episode, as an extension, also addresses intrinsic values and lightly touches upon their use as a metric to understand the growth potential of a company.

Since this is an ongoing project, there is still large room for improvement. So if you have any suggestions on how we can improve this podcast or you want to join us in reading these books together, please write to us and send emails to readmaybefbc@163.com.

Look forward to hearing from you!

New episode every week, probably & hopefully

BGM credited to: Big Handsome Guy by Purrito

Hi, 2021, hello, old friends and new ones!

Late apologies for standing up you guys for so long, and to compensate, we've read three chapters all at once this time and we offered to share more!

We're reading the book by Howard Marks, The Most Important Thing and in this episode we initiated a heated discussion over Intrinsic Value and Value Proposition and challenged each other a little bit over several sub-topics.

How do we interpret Intrinsic Value and Value Proposition of a specific company? What are their differences? Which one matters more, given what perspective? These are the questions we want to answer in this episode and feel free to drop your comments or ideas if you also have anything to share!

Since this is an ongoing project, there is still large room for improvement. So if you have any suggestions on how we can improve this podcast or you want to join us in reading these books together, please write to us and send emails to readmaybefbc@163.com.

Look forward to hearing from you!

New episode every week, probably & hopefully


BGM credited to: Big Handsome Guy by Purrito

Hi guys and gals, good to see ya all AGAIN!

We're reading the book by Howard Marks, The Most Important Thing and in this episode we discussed about our take on the second chapter.

The whole chapter revolves around two questions, "Can people beat the market and how can they do that?". It introduced the concept of Efficient Market Hypothesis by Chicago School and explained why this theory, plausible as it might sound, could cease to be effective in real-life scenarios.

As information is vital to the decision-making process, Purrito came to share her struggle with the overflowing digital information.

Since this is an ongoing project, there is still large room for improvement. So if you have any suggestions on how we can improve this podcast or you want to join us in reading these books together, please write to us and send emails to readmaybefbc@163.com.

Look forward to hearing from you!

New episode every week, probably & hopefully

Bymmers on the go! Come and read finance books with bymmers in English and exchange ideas that might blow some mind and shed some light! 

This new podcast is hosted by two girls from BYM community who love to read, think and share. Now we're reading the book by Howard Marks, The Most Important Thing, and in this episode we discussed about our take on the first chapter .

As this is an ongoing project, there is still large room for improvement. So if you have any suggestions on how we can improve this podcast or you want to join us in reading these books together, please write to us and send emails to readmaybefbc@163.com.

Look forward to hearing from you!

New episode every week, probably & hopefully

BGM: Big Handsome Guy by Purrito
Cover: by Purrito