The Acquirers Podcast cover image

Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

The Acquirers Podcast

00:00

The Importance of a Long Term Investment Portfolio

I think like when I look at the portfolio, what I try to do is just invest in companies that I think are going to be positioned well for the next decade or the next, let's say seven years. A double is 12%, a triple is 20%, in six years. And so you got the jump on all those people who are only doing five years out. Oh, yeah, I'm going to full 12 months further. That's that time arbitrage is not trying to capture. So I'm just trying to look for companies that I Think are going to do well over, like I said, five to 10 years and knowing that we're going to have adversity in the economy

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app