MI Rewind: COVID-19 and Growth Investing with Simon Erickson
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Stocks
It's not enough to pick the right companies. You're not investing in a vacuum. The old school way of thinking was, ok, we'll put the most percentage of your portfolio in the lowest risk company. But that doesn't really account for the fact that there are companies out there that are quo growth companies or riskier companies. It's all opportunity costs. As an investor, you've got to always be thinking in terms of, this isn't just one company i like any more than 10 other companies. Now I want to maximize my returns, not necessarily just invest in risk stocks. At least for me, personally,. i'm never afraid to take a 20 % stake in a
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