IPH #91: 2023 End of Year Ask Us Anything

Dec 31, 2023

The hosts of a live-streamed show answer listener questions in an ask us anything format. They discuss upcoming changes for 2024 and the importance of regularly force ranking stock holdings. They evaluate Nelnet's performance and emphasize the need for patience in investment decisions. They also discuss identifying high-quality and low-quality management teams and the impact of inflation and interest rates on housing prices.

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Introduction

00:00 • 2min

Year-end Shows and Changes for 2024

02:08 • 10min

Investing Strategy and Ads for Interactive Brokers and Vital Farms

12:22 • 2min

Regularly Force Ranking Stock Holdings

14:25 • 15min

The Importance of Management and Evaluating Nelnet's Performance

29:20 • 4min

The Importance of Patience in Investment Decisions

33:34 • 19min

Identifying High-Quality and Low-Quality Management Teams

52:25 • 14min