

A Fool’s Guide to Investing in 2024
18 snips Jan 6, 2024
In this insightful conversation, analysts Asit Sharma, Meilin Quinn, and Matt Argersinger share their expertise for savvy investing in 2024. Asit emphasizes the value of founder-led businesses and long-term strategies. Meilin dives into how AI tools like ChatGPT can streamline research, while Matt reveals valuable insights on navigating macroeconomic changes and real estate trends. They discuss promising opportunities in giants like Disney and undervalued companies such as Hershey, aiming to equip investors for the year ahead.
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Foolish Investing Fundamentals
- Identify great businesses with long-term opportunities, often founder-led.
- Hold investments for at least five years and diversify with 25 or more stocks.
Diversification and the Pareto Principle
- The Pareto Principle suggests 80% of portfolio returns come from 20% of stocks.
- Diversifying with 25-30 stocks increases the probability of this principle working.
Knowing When to Sell
- Develop a strong investment thesis before investing in a company.
- Sell when the core reasons for your initial investment no longer hold true.