Unconventional Investing Strategies and Portfolio Performance Analysis

Explore the guest's unique investing strategies including anti-fragility, transparency in track records, and market assumptions, along with insights on outperforming the market. Reflect on the importance of 'Skin in the Game' when giving investment advice, and analyze the speaker's portfolio performance compared to major market indices.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Kyle Grieve chats with Brian Stofell about the crucial role of being transparent with your track record, how to score anti-fragility, managing risk in a portfolio where evaluation isn’t critical, the interplay of narrative and investor sentiment, how to utilize a reverse DCF to find the market's assumptions on growth, investment lessons from Nassim Nicholas Taleb, how to weight probabilities for analyzing the outcome of a stock, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:12 - The significance of track record in decision-making processes.

03:50 - The crucial role of having "skin in the game" in various ventures.

08:56 - Insights into Brian's transition towards tech-oriented businesses.

09:13 - Why Brian adds a stock at any price, regardless of valuation, if the business is anti-fragile.

09:13 - The importance of free cash flow when looking at loss-making businesses.

14:30 - How Brian enters a position and how he allows it to earn its way to a higher allocation.

19:57 - Exploring the anti-fragility inherent in specific tech sectors.

37:52 - Why switching costs are so easily identifiable.

40:56 - How to use RDCF to help you better understand the assumptions made about a business.

46:22 - The importance of understanding the relationship between narratives and price.

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.
Buy a copy of The Psychology Of Money here.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
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

Support our free podcast by supporting our sponsors:

⁠CFI Education⁠
⁠Airbnb⁠

Connect with Kyle: Twitter | LinkedIn | Website

Connect with Brian: LinkedIn | Website | Twitter

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests