Rule Breaker Investing

March 2025 Mailbag: Chalkboard Wisdom and Our Favorite Words

7 snips
Mar 26, 2025
This installment dives into the fascinating world of market cap strategies and the significance of resilience in investing. Listeners learn how simple instructions can hold profound value while exploring the impact of humor in insurance advertising during March Madness. The discussion transforms into a linguistic journey, celebrating unique foreign words and their emotional weight. Plus, with a lighthearted look at mispronounced company names, it's an engaging blend of investment insights and cultural reflections.
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ADVICE

Importance of Rules and Details

  • Understand game rules before playing, especially in investing.
  • Details matter, even small ones can have big consequences.
ANECDOTE

The Double Underline

  • A West Point cadet, top in math, got a zero for missing a small detail in a proof.
  • The instructor emphasized that following simple instructions can be life-or-death in leadership.
ADVICE

Portfolio Evaluation

  • Evaluate your portfolio quarterly, considering rankings and current allocations.
  • Keep score of your investment decisions to track performance and learn from mistakes.
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