
MI245: A Year in Review w/ Rebecca Hotsko
The Intrinsic Value Podcast - The Investor’s Podcast Network
How to Become a Better Stock Picker
Warren Buffett thinks about stock prices as being businesses and he's more focused on what's going on with the business. He just doesn't spend a whole lot of time thinking about markets or sectors, things like that. And so here are the four tenants that Robert talks about each business needs to make for him to invest in it.
IN THIS EPISODE, YOU’LL LEARN:
- 02:06 - An overview of the market and the best and worst performing sectors during 2022.
- 03:42 - Investment theme 1: Are we in a new commodity bull cycle?
- 25:20 - Investment theme 2: How mean reversion impacts your returns.
- 33:15 - Investment theme 3: Two ways to become a better investor.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Related Episode: The Acquirer’s Multiple Strategy w/ Tobias Carlisle – MI241.
- Related Episode: Deep Dive Into Apple & Google w/ Logan Kane – MI239.
- Related Episode: A Guide to Winning Investment Strategy w/ Larry Swedroe – MI238.
- Related Episode: Investing in Uncertain Times w/ Louis Gave – MI235.
- Related Episode: How to Invest Like Warren Buffett w/ Robert Hagstrom – MI222.
NEW TO THE SHOW?
- Check out our Millennial Investing Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
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CONNECT WITH REBECCA:
Email: Rebecca@theinvestorspodcast.com
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