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Experienced investors and financial analysts, Asit Sharma, Meilin Quinn, and Matt Argersinger discuss Foolish investing in 2024, including the principles of a foolish portfolio, researching and selecting stocks, and the macro landscape. They also explore opportunities such as investing in Disney and potential buying opportunities in EPR Properties and The Hershey Company.
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Quick takeaways
- Foolish investing involves identifying great businesses with long-term opportunities and holding stocks for a minimum of five years, emphasizing founder-led businesses and making a difference in the world.
- Diversification is a key aspect of Foolish investing, with the recommendation of 25 to 30 stocks in a portfolio to increase the probability of outperforming the market and mitigate risks.
Deep dives
Investor sentiment in 2023 vs 2024
In 2023, investors approached the market with caution, leading to surprises and a market outperformance with any hint of positive news. However, going into 2024, investors are more optimistic due to a strong market run, decreased inflation, and better overall sentiment. This optimism is justified, but it raises concerns about potential overexcitement.
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