Join investing experts Andrew and Dave as they dive deep into portfolio management strategies, risk assessment, and identifying companies worth holding for life. From analyzing high-growth tech stocks to understanding accounting red flags, this episode provides valuable insights for both beginning and experienced investors seeking to build sustainable portfolios.
[2:30] Portfolio risk assessment: comparing early-stage vs mature companies
[8:45] Position sizing strategies based on company life cycles
[15:20] Wide-moat stock analysis and allocation strategies
[22:35] Super Micro Computer case study and accounting red flags
[29:40] Impact of delisting threats on investment decisions
[35:15] Buy-and-hold forever stocks: Microsoft, Costco, Visa analysis
[42:10] Berkshire Hathaway’s future without Warren Buffett discussion
[48:25] Evolution of tech giants and maintaining competitive advantage
Today’s show is sponsored by:
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Start learning how to value companies here: DCF Demystified Link
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You can find the transcript of today’s show below:
