Episode 310

December 13, 2018

Episode 309

December 12, 2018

Episode 308

December 11, 2018

Episode 307

November 29, 2018

Episode 306

November 27, 2018

Episode 305

November 20, 2018

Episode 304

November 14, 2018

Episode 303

November 13, 2018

Episode 302

November 8, 2018

Episode 301

November 1, 2018

Episode 300

October 31, 2018

Episode 299

October 30, 2018

Episode 298

October 23, 2018

Episode 297

October 18, 2018

Episode 296

October 17, 2018

Episode 295

October 11, 2018

Episode 294

October 10, 2018

Episode 293

October 9, 2018

Episode 292

October 3, 2018

Episode 291

  • A lot of the things the industry puts out sets investors up to fail 

  • 8 months is the average holding period for investing in a company

  • Investors do not have na understanding of what they own and why they own it but also they don’t understand how decisions are made in their portfolio

  • Expecting the future to look like the past, and missing out on humility 

    • One of the top things investors don’t understand

  • “Beating the stock market”

    • What stock market?

    • A market is somewhere you go to buy and sell goods and services

    • Stock market is where you go to buy and sell businesses

  • You should not have 100% of your money in the S&P 500

    • Therefore at no time should you compare your performance to the S&P

  • Should be asset allocated 

  • Discipline in investing is PARAMOUNT

    • To your process

    • Buy and sell discipline

  • Beating a benchmark is a misleading statement

    • The only benchmark your portfolio should be up against is “am i getting closer to my goals”

  • Successful investing

    • Investing in great businesses over time

    • Don’t over diversify and allocate properly 

    • Consider volatility your friend 

  • Forget what happens over a short period of time

October 2, 2018