395- Riding the Backwards Bike

There are world-renowned institutions and individuals who have devoted themselves to understanding the ins and outs of investing. Yet despite all of the heavily-scrutinized studies and statistical analyses, we see investors who take an outside-the-box approach and yield impressive results.

It’s important to keep in mind that, when looking at the methodologies of successful value investors, different strategies are required for different stages of managing your portfolio. The positions that Buffett is taking in 2022 are a far cry from his process 50 years ago.

This week on InvestED, Phil and Danielle discuss why buy and hold might not be the best move in every situation, and when it is the right thing to do, how do you choose the companies to stick with?

To learn more about how to pick and choose profitable businesses, download your copy of How to Pick Stocks: The 5-Step Checklist to successfully invest: https://bit.ly/3tz0Vfc

Topics Discussed:

• Intrinsic value
• Modern portfolio theory vs Value investing
• Deciding when to sell

Resources Discussed

• Riding a Backwards Bike
• The Education of a Value Investor
• The Dhando Investor: The Low-Risk Value Method to High Returns

For show notes and more information visit www.investedpodcast.com

Learn more about your ad choices. Visit megaphone.fm/adchoices