Navigating Supply Chain Challenges and Investment Strategies

This chapter delves into the impact of just-in supply chain management on the economy amid recent disruptions and explores the philosophical trade-offs between efficiency and resilience. The discussion also covers investment strategies, contrasting 'compounders' and 'doubles,' while drawing lessons from legendary investors like Warren Buffett, providing listeners with insights for making informed financial decisions.

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Episode notes

On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals.

IN THIS EPISODE YOU’LL LEARN:

Why value investors don’t understand how Warren Buffett does factor in macroeconomics events.
The biggest misperception of dividend investing.
How to measure value in growth.
How to invest in companies with predictable earnings.
Ask The Investors: How to make a living in investing when your holding period is forever?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Vitaliy Katsenelson, website Contrarian Edge.
Listen to Vitaliy Katsenelson’s articles.
Lawrence Cunningham’s book, The Essays of Warren Buffett – read reviews here.

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