i think circle of competence is essentially enabling you to do everything else you need to do with investing. You cannot value a business that you don't know anything about, right? If you have no idea what they do, there's no way you can value it. And so i guess, for me, investing, i think we over complicate it, and we try to find these genius investment ideas. But the reality is, you just even, i guess the amazon examp maybe isn't a great one,. but just think about, i did this videoand kind of a thought experiment: What were the 30 businesses, 30 companies, that i spent the most amount of money on in the
In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!
If you are interested in his book Dividend Growth Machine, you can buy it via Amazon:
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We hope you enjoy the show just as much as we did while recording it.
Have a great week and C U on the inside!