5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
Chit Chat Stocks
Exploring the Role of Ego in Investing Valuations
Exploring how ego influences investors' perceptions of valuations and the impacts of overestimating research perfection on high-quality companies. Emphasizing the importance of humility in accepting mistakes and unpredictable market outcomes in investing.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts: YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113 We discussed:
(00:00) Introduction and Overview
(03:13) The Role of Ego in Investing
(05:22) Assessing Valuations and Making Investment Decisions
(08:46) Trimming Positions and Selling Strategies
(10:36) Lessons Learned from Interviews with Fund Managers
(29:07) Assessing the Sustainability of Growth
(36:52) SPAC Performance: Success Stories and Pitfalls
(39:25) Investing with a Focus on Durability
(41:16) The Importance of Having a Process
(44:48) The Challenges of Investing in SPACs
(46:31) The Importance of Studying High-Quality Businesses
(51:17) Small-Cap Pick of the Week: Wag Group
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