Navigating Market Cycles: The Commitment to Long-Term Investment

This chapter reflects on the speaker's disciplined investment approach following the 2000 market peak, detailing their successful mutual fund launch and the hurdles of value investing. It emphasizes the importance of long-term strategies, total returns, and the role of covered calls in investment decision-making.

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Episode notes

IN THIS EPISODE, YOU'LL LEARN:

01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of.
10:45 - A breakdown of his disciplined value investing approach.
18:59 - Why you should care or even reconsider high dividend stocks.
28:22 - Why value factor companies are expected to outperform in the near term.
43:23 - What Jim has learned over his 50-year career and his favorite memory to date.
and 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 Stig, Clay, and the other community members.
The Case for Long Term Value Investing Book.
More info on Jim and Schafer Cullen.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

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