100 Stock Market Investing Lessons
Stock Stories
Intro
This chapter explores essential concepts and lessons from years of stock market investing, emphasizing the importance of investing for wealth growth. It discusses key performance metrics, the significance of understanding the underlying businesses, and introduces intrinsic value as a vital consideration in investment decisions.
Check out these 100 stock market investing lessons below! For all of the fun visuals, check out the video on the Stock Stories YouTube channel.
0:51 - (1) Why Invest?
01:57 - (2) Investing Goals
03:00 - (3) Put Your Money To Work
03:39 - (4) What's Your Goal?
05:15 - (5) Shares = Business Ownership
06:07 - (6) Intrinsic Value
07:15 - (7) Greed vs Fear
08:03 - (8) Margin of Safety
09:00 - (9) Don't Fall In Love
09:30 - (10) Investing Takes Time
10:08 - (11) High Interest Debt
10:49 - (12) Asset Class Time Horizon
11:40 - (13) 10-K Filings
12:32 - (14) 13-K Filings
13:29 - (15) CEO's Letter to Shareholders
14:07 - (16) The Three Financial Statements
15:02 - (17) Assets vs Liabilities
15:59 - (18) Revenue vs Profits
16:58 - (19) Price to Sales Ratio
17:46 - (20) Price to Earnings Ratio
18:21 - (21) Trading Stocks
19:39 - (22) Active vs Passive
20:58 - (23) Age as Proof of Concept
21:54 - (24) Timeless Businesses
23:14 - (25) Young Businesses
24:11 - (26) Size Matters
25:45 - (27) Initial Public Offerings
27:33 - (28) Brand Strength
28:43 - (29) Oil and Biotech Volatility
30:15 - (30) Boring Businesses
30:39 - (31) Exciting Businesses
31:43 - (32) Beat Inflation
32:38 - (33) Returns Don't Matter...At First
33:34 - (34) Fees Matter
34:16 - (35) Asset Location
35:19 - (36) Capital Gains Taxes
36:09 - (37) Index Funds
36:55 - (38) Index Fund Components
37:59 - (39) 80% Under-perform
38:38 - (40) 20% Over-perform
39:16 - (41) Timing the Market
41:27 - (42) Opportunity Cost
42:29 - (43) Portfolio Personality
43:43 - (44) Invest Internationally
44:51 - (45) Structural Issues
45:45 - (46) Worst Industries
47:38 - (47) Best Industries
49:34 - (48) Industry Characteristics
50:13 - (49) Old and New Industries
50:56 - (50) Businesses Evolve
52:06 - (51) Volatility by Size
52:46 - (52) Quality of Earnings
54:36 - (53) High Regulation
55:55 - (54) Barrier to Entry
57:50 - (55) Perpetual Debt
59:19 - (56) Low Debt
60:23 - (57) Interest Rates
61:55 - (58) Top Index Components
63:37 - (59) Cash Is King
65:25 - (60) Share Dilution
66:46 - (61) Share Buybacks
67:54 - (62) Failure
68:37 - (63) Buyouts
69:13 - (64) Efficient Market Theory
71:28 - (65) Analyst Over-optimism
72:32 - (66) Mismatched Expectations
73:38 - (67) Insider Buying
74:40 - (68) ESOP
75:18 - (69) Dividends at Mature Firms
76:06 - (70) Dividends at Young Firms
76:29 - (71) Dividend Growth and Quality
77:34 - (72) Small But Profitable
79:02 - (73) Risk Shifting
80:00 - (74) 100 Baggers
81:10 - (75) Unicorns
81:44 - (76) Value Trap
82:40 - (77) Business vs Stock Performance
83:29 - (78) ROE Definition
84:04 - (79) Long Term Value = ROE
85:03 - (80) Valuation and Expectations
85:50 - (81) Average Business, Super Cheap
86:28 - (82) Excellent Business, Super Expensive
87:06 - (83) Three Dimensions of a Stock
88:13 - (84) Leverage Effects
89:09 - (85) Three-Legged Stool
90:33 - (86) Risk-Adjusted Total Return
91:36 - (87) Spin-offs and Split-offs
92:30 - (88) International Expansion
93:51 - (89) Taxes on Foreign Dividends
95:13 - (90) Wash Sale Rule
95:57 - (91) Float
97:40 - (92) Total Addressable Market
99:19 - (93) Volume / Margin Mix
100:49 - (94) Acquisition Logic
102:16 - (95) Industry Stabilization
103:27 - (96) Three Levels of Risk
104:33 - (97) Many Faces of Diversification
105:44 - (98) Debt Structure
106:54 - (99) Horizontal and Vertical Thinking
108:20 - (100) The Most Important Lesson...
Email: alex@stockstoriespodcast.com
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