Equity Mates Investing Podcast Rikki Bannan - Don't get caught up in momentum, remain skeptical, be clear on your thesis | Summer Series
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Dec 18, 2024 Rikki Bannan, the Executive Director of Small Caps at IFM Investors, shares her expertise in biotech investing, discussing standout stocks like Telix and Clarity that have soared in 2024. She emphasizes the importance of skepticism in investing and staying true to your thesis. Rikki also reveals three key lessons from her career, including the need for thorough research and understanding intrinsic value. This conversation is a treasure trove for young investors, exploring the dynamics of small-cap stocks and the art of effective portfolio management.
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Resist Momentum
- Avoid getting caught up in market momentum, especially in small caps.
- Focus on a stock's intrinsic value and be patient for opportune buying moments.
Skepticism and Due Diligence
- Maintain healthy skepticism and conduct independent analysis.
- Don't solely rely on management's claims; verify information yourself.
Conviction and Contrarianism
- Maintain conviction in your investment thesis, even when facing doubt.
- Don't be afraid to deviate from the crowd if your analysis supports it.