Welcome to the Investing for Beginners podcast! Today’s episode, we will be joined by a special guest! Simon Erickson, host of 7investing podcast, will be joining us today to talk about his investing principles, portfolio allocation, the different industries he’s interested in and much more! Listen on as we have a fun conversation on topics that not only will be insightful for beginners but also veterans out there. Let’s go!
Timestamps of the episode:
-Simon shares his investing story and why he uses the number “7” in his company 7investing. [02:28]
-Why investing is such a personal endeavor and how Simon molded his own. [05:05]
-He talks about his favorite part of the semiconductor value chain and how it is more relevant today then ever. [08:00]
-How to think about balancing your portfolio if it is exposed in a cyclical industry. [11:14]
-The “hype” cycle is the enemy of a long term investor and how to avoid it. [13:25]
-Understanding deeper into the weeds of AI and Nvidia chips. [16:34]
-Switching gears into the defense industry and why it is relevant in recent times. [18:55]
-Signs that a management is a good capital allocator. [20:45]
-How to differentiate between a company that has done well in the past and will continue to do so over a company that shows promise at first but will ultimately flame out. [23:14]
-The importance of understanding which business life cycle a company is in. [25:17]
-A business that continues to protect its moat will surely thrive. [27:45]
-Simons shares the story behind the 7investing service and how it empowers retail investors. [29:42]
-Why fees shouldn’t be overlooked when you can do it yourself. [31:48]
-Discussing the barbell portfolio and how you should allocate each holdings in it. [32:45]
-The biggest advantage of an individual retail investors against institutional firms. [36:20]
-How to approach and analyze companies of different market caps. [37:00]
-Simon talks about the space economy and how it will be a driving force of the world economy in the coming decades. [39:23]
-The beauty of the world of investing where your curiosity is rewarded financially. [43:27]
-Simon tells his best dad joke. [47: 29]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Simon’s website- https://7investing.com
His podcast- https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=58b4a51ae67947ec
His Youtube channel- https://www.youtube.com/channel/UCAI0YGmr9W96nZI1q3vSJHg
Today’s show is sponsored by Rocket Money:
Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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You can find the transcript of today’s show below:
