- Discussing the masters of investing
- Warren Buffet
- Benjamin Graham
- Sir John Templeton
- Peter Lynch
- Economies expand and contract
- If you're invested in a great business over time why would you send that business in a time of contraction
- Investors are overwhelmed with junk and noise in regards to the market
- Why do investors buy at the top and sell at the bottom
- They only put money in when everyone is excited
- There is no strategy is trying to time something illogical like the market
- Investors do not understand the statistical risk of timing the market
- “Sexy stocks”
- Amazon, Google, Netflix
May 15, 2018