1min snip

The JRo Show cover image

Interview with Todd Ahlsten of Parnassus Investments

The JRo Show

NOTE

Narrative and Math: Key to Investing Success

The key to successful investing lies in understanding the narrative and math behind a company's performance. By focusing on the narrative sources and mathematical analysis, investors can take advantage of premium widening, discount narrowing, or discounts turning into premiums. This approach, akin to biology working together, is exemplified by companies like Costco, where the narrative and story have led to a widening premium over the years. It is crucial not to overlook this interconnected relationship between narrative and math in order to achieve compounding returns and long-term success in investing.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode