The Intrinsic Value Podcast - The Investor’s Podcast Network
MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie
Sep 13, 2024
Trey Lockerbie, co-founder and CEO of Better Booch, shares insights on how his investment strategies have evolved amidst shifting macroeconomic conditions. He discusses analyzing opportunity costs between stocks and highlights his diverse asset class investments. Trey recounts his transition to podcast hosting, inspired by gratitude and mentorship from billionaires. The conversation also covers his journey of scaling a kombucha brand to target major retailers like Target and Costco, emphasizing the vital role of passion and reputation in business.
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Quick takeaways
- Trey Lockerbie discusses how his investment strategy has evolved to adapt to macroeconomic changes and emerging asset classes.
- The importance of capital allocation in business is highlighted, where qualitative decisions guide strategic resource distribution for growth.
Deep dives
Evolving Investment Strategies
Investment strategies have seen significant evolution over recent years, particularly in response to macroeconomic changes and technological advancements such as the rise of Bitcoin. The discussion highlights a shift from a purely quantitative approach to a more holistic view that includes qualitative assessments. For instance, various investment opportunities are evaluated based on personal experiences and recommendations from credible sources rather than solely relying on traditional screening methods. This adaptive strategy aims to maintain a diverse investment portfolio, balancing between necessity-driven assets like cryptocurrencies and traditional stocks.
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