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27min chapter
Ep. 33: Kenneth Andrade on Spotting Great Businesses, Market Cycles, and Playing the Long Game of Investing
The One Percent Show with Vishal Khandelwal
Navigating Corporate Cycles in Investing
The chapter delves into the concept of the corporate cycle and how investors can benefit from understanding and playing along with it. It emphasizes the importance of avoiding mistakes, having patience, and valuing good management and business longevity in making successful investment decisions. The speakers discuss the significance of adapting to new information, balancing confidence with overconfidence, and using math and behavioral rules to analyze investment decisions in the ever-changing world of investing.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode