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Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

NOTE

Focusing on Expensive Companies and Keeping Investment Models Simple

The speaker discusses their approach to investing, which involves patiently waiting for expensive companies to become more affordable. They emphasize the importance of simplicity in investment models and criticize those who try to do too much. They also mention the risk of smart people getting involved in risky strategies that ultimately harm their performance. The listener praises the speaker's humorous tweets that poke fun at these people. Overall, they find the simplicity and humor in investing powerful.

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