It's not the businesses that are the superstars that tend to be the ones that really do manage to sustain these high returns. You should buy them with that in mind where if they do sustain those high returns and invest capital, you generate this great return. If they don't, you're still going to get roughly a market return. And now the next biggest lesson I want to talk about came from something Logan Kane said on how to become a better investor. To be a good investor, you either need to be able to make a lot of bets at a low percentage or you could be worn buffet and you could win 80, 90% on 10 bets.
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
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