What You Don't Understand About Cyclical Compounding w/ Leandro from Best Anchor Stocks

In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest.

Leandro discusses his enthusiasm for long-term equity investing, explaining how he avoids shorting due to its unfavorable risk-return ratio. He details his approach to building an investment portfolio, his views on sell strategies, and the importance of thorough research and understanding company fundamentals.

Leandro also shares insights about his investment process, how he finds new ideas, and his preference for companies with strong management and secular growth trends.

By delving into examples like John Deere, Texas Instruments, and Keysight Technologies, he illustrates concepts such as cyclical investments, operating leverage, and industry transformations. Leandro emphasizes the importance of patience and avoiding recency bias in achieving consistent, long-term returns.

00:00 Welcome and Introduction

00:41 Why Invest in Stocks?

02:09 Portfolio Management Strategies

03:27 The Challenges of Selling Stocks

04:53 Researching and Analyzing Companies

15:56 Finding Investment Ideas

21:47 Cyclical vs. Linear Compounders

36:39 The Importance of Benchmarking

44:48 Final Thoughts and Where to Find More

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

Today's show is sponsored by:

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What do Dave and Andrew recommend?

Follow Leandro on Twitter @Invesquotes

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to newsletter@einvestingforbeginners.com

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