Equity Mates Investing Podcast Ally Selby on bad stocks, cowboy fundies & why she wishes she bought ETFs
19 snips
Jul 21, 2025 Ally Selby, Head of Marketing & Distribution at Minotaur Capital and former financial journalist, shares her insights on the world of investing. She discusses the importance of emotional discipline and research in managing a portfolio. Ally emphasizes the advantages of low-cost ETFs and the need for transparency in financial media. The conversation also highlights the flexibility retail investors have compared to professional fund managers, and examines strategies for both accumulation and growth in investments. A must-listen for any aspiring investor!
AI Snips
Chapters
Books
Transcript
Episode notes
Daily Portfolio Fresh Eyes
- Review your portfolio regularly asking if you'd buy your current stocks today with all known information.
- Sell underperforming stocks instead of holding them for emotional reasons or hope of recovery.
Patience and Conviction Matter
- Successful investors are patient and make fewer trades over a long period.
- Deep research and conviction grow from long-term engagement with investments.
Multiple Paths To Profit
- There are many valid ways to make money in markets through different strategies.
- Success depends on discipline and sensible execution, not searching for one 'right' approach.