14min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Contrarian Investing and Managing Portfolios During Financial Turbulence

The chapter emphasizes the importance of thinking differently in investing to achieve superior results, highlighting the need to overcome biases and follow successful investment principles. It delves into managing a portfolio during financial crises, discussing strategic decisions, selling when necessary, and holding onto strong companies. The speaker reflects on past investment mistakes, particularly a missed opportunity with Novo Nordisk, and stresses the significance of avoiding errors of omission in investing.

00:00

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