The Security Analysis Podcast

Geoff Saab: Low Risk Investing

19 snips
Aug 2, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Importance of Simplicity in Investing
03:13 • 2min
3
How to Invest Better
05:15 • 3min
4
The Importance of Taking Risks
07:56 • 2min
5
The Difference Between Investing and Speculation
09:59 • 2min
6
How Investment Professionals Make Things Needlessly Complex for Job Preservation
11:41 • 4min
7
The Importance of Business First Approaches
15:29 • 2min
8
The Low Volatility Phenomenon
17:31 • 2min
9
The Importance of Structure in the Investment Industry
19:58 • 2min
10
The Limits of Growth Investing
22:21 • 3min
11
The Importance of Price to Sales
25:26 • 2min
12
The Problem With Projection of Growth Rates
27:40 • 2min
13
The Importance of Staying Rich on Hot New Industries
29:17 • 3min
14
The Critics of Private Equity Investing
31:52 • 4min
15
The Future of Private Equity
35:37 • 2min
16
Venture Capital: An Alternative Investment
37:57 • 2min
17
The Case Against Hedge Fund Investing
39:39 • 4min
18
The Importance of Performance Fees
43:14 • 2min
19
The Downsides of Passive Investing
45:07 • 3min
20
How to Control Risk in Your Portfolio
48:01 • 2min
21
How to Separate Yourself From the Noise
49:42 • 3min
22
How to Build a Portfolio That Serves You Well Over the Years
52:19 • 2min
23
How to Build a Lower Risk Value Oriented Portfolio
54:01 • 2min