

#24: Fred Hickey On Trusting In Your Own Research And Experience
Sep 12, 2018
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Circle of Competence
02:02 • 3min
How I Invested in Tech Stocks
04:51 • 5min
The Life and Times of a Technology Analyst
09:32 • 1min
How to Maintain Expertise in the Technology Industry
10:58 • 3min
How to Keep Your Finger on the Pulse of the Industry
13:50 • 2min
How to Be a Value Investor
15:26 • 3min
How to Be a Good Long-Term Investor
18:35 • 1min
The Importance of Long Stocks
19:51 • 5min
The Importance of Keeping Your Portfolio Small
25:05 • 3min
The Cycles of Semiconductor Stocks
28:06 • 2min
The Slowdown in the Semiconductor Market
29:47 • 5min
The Importance of Paying Attention to Macro Trends
34:24 • 6min
The Problem With Money Printing
40:18 • 3min
The Male Investment Bubble in the Technology World
43:08 • 4min
The Importance of Mind in Mining Stocks
47:23 • 5min
The Importance of Being a Contrarian
52:38 • 3min
How to Survive a Bull Market
55:47 • 4min
How to Get Mental Clarity
59:43 • 3min
The Importance of Experiences in Writing
01:02:51 • 5min