20min chapter

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Ep. 106 - Drowsy Investor: The Art of Long Term-ism

The Investing City Podcast

CHAPTER

Navigating Long-Term Investing with Conviction

The chapter explores the speaker's investment journey influenced by family lessons and a focus on long-term holding, reflecting on successful calls with companies like Coca Cola and Nvidia. They discuss their approach to building a concentrated portfolio based on thorough research and holding onto successful investments, emphasizing the importance of conviction over short-term fluctuations. Insights on managing position sizes, learning from both successful and less successful investments, and avoiding short-termism in decision-making are shared to highlight the speaker's evolving investing approach.

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