

IFB318: Andrew's Valuable Insights - A Conversation on Building and Evolving an Investment Portfolio
Nov 27, 2023
Andrew, an experienced investor, shares his valuable insights on building and evolving an investment portfolio. Topics include adjusting investing style, understanding finance as a storytelling detective, the importance of price and narrative in long-term investing, cyclical industries, company success relying on humble confidence, and the value of sharing insights. The podcast also includes ads for trusted stock picks and language learning app Babel.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Adapting Investing Style and Buying Better Businesses
01:58 • 7min
The Importance of Price and Narrative in Long-Term Investing
08:47 • 5min
Learning from Investment Mistakes
13:28 • 5min
Buying and Holding Westlake
18:25 • 6min
The Never-Ending Journey of Building an Investment Portfolio
24:53 • 7min
The Transformation of Sales Seat and Price Increase for Newsletter
31:36 • 3min