The Relationship Between Running and Investing

Time arbitrage and the macro environment. People have been looking at the macro for years calling for a market crash year after year after year. So how has watching and studying sports helped you become a better investor? Well, I just love sports. It's a craft that one of the things I enjoy most about it is the continuous pursuit of trying to improve.

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IN THIS EPISODE, YOU’LL LEARN:

06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
32:11 - The three factors that go into a stocks overall investment return.
46:50 - John’s thoughts on portfolio allocation and selling winners.
46:50 - What led John to recently make Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
And much, 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 Kyle and the other community members.
Check out John’s fund and research, Saber Capital Management.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
Related episode: MI159: The Science of Hitting w/ Alexander Morris.
Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray.
Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

SPONSORS

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Read this episode’s transcript and full show notes on our website.

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