Antifragility: The Math of Harm | Value Investing

Learn how to detect structural fragility in a company's balance sheet using Taleb's math of accelerating harm. This insight redefines what margin of safety truly means.

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Chapters

(0:00) Antifragile Definition

(2:36) Fragile Robust Antifragile

(4:19) Antifragile Definition

(5:57) Math of Fragility

(9:02) Systemic Size and Fragility

(10:02) Iatrogenics and Intervention

(10:44) Danger of Great Moderation

(13:52) Lindy Effect

(17:56) Barbell Strategy

(19:02) Math of Fragility

(19:45) Lindy Effect

(20:26) Value Investor Apps

(20:53) Get the apps

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

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Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.

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Original source

Antifragille: Things That Gain from Disorder | Nassim Nicholas Taleb | Talks at Google