Excess Returns Lessons From a Legendary Fund Manager with Joel Tillinghast
Nov 30, 2023
Retiring fund manager Joel Tillinghast, with an impressive track record, discusses his approach to finding undervalued stocks, lessons learned from Peter Lynch, evaluating value investments, the impact of technology on stock picking, and navigating inflation in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Getting a Job at Fidelity and Lessons from Peter Lynch
02:39 • 6min
Analyzing Business Improvement and Research Department Freedom
08:26 • 8min
The Impact of Technology and Winner-Take-All Industries on Stock Picking
16:14 • 2min
The Challenge of Evaluating Value Investments
18:10 • 8min
Navigating Inflation: Investment Perspectives
26:02 • 16min