Q&A: Fixing a Bad Portfolio and Reacting to AI’s Disruption

In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies.

Moreover, they offer guidance to a listener who has received a significant inheritance and is seeking investment advice. The episode concludes with a discussion on the potential impact of AI on Google’s search business, highlighting how to interpret and react to market news.

00:00 Welcome and Listener Questions Overview

00:13 Question 1: Handling Stock Losses

06:57 Question 2: Estimating Free Cash Flow

16:55 Question 3: Building a Wealth Portfolio

26:31 Discussion: Google and AI Disruption

35:41 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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What do Dave and Andrew recommend?

Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

Have questions? Send them to ⁠⁠⁠⁠[email protected]

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