TIP678: Mastering Focus Investing: Lessons From The Legends w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

内容由Stig Brodersen and The Investor's Podcast Network提供。所有播客内容（包括剧集、图形和播客描述）均由 Stig Brodersen and The Investor's Podcast Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

2M ago 1:06:25

MP3•单集首页

On today’s episode, Kyle Grieve discusses major takeaways from the book The Warren Buffett Portfolio, including why concentrated portfolios offer the highest probabilities of outperforming, how focus investors think about risk, Warren Buffett’s four-step framework for identifying great investments, the importance of patience, discipline, and self-awareness to investing success, how to widen your circle of competence, why thinking in probabilities is intertwined with outperfrmance and risk reduction, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:53 - The reasons that focus investors are concentrated and the pros and cons of having a concentrated portfolio.

07:12 - Buffett's views on risk and what risk means to him.

08:42 - Warren Buffett's 4-step framework to determine whether an investment is rational.

13:16 - The shared characteristics of these five investors, which helped them overperform.

14:51 - Exciting research on the effects of concentrating your portfolio on long-term performance.

22:35 - How to measure your performance using fundamentals instead of stock prices.

30:15 - Simple ways to widen your circle of competence.

39:01 - Why you should think in probabilities when thinking about investing and practical ways of applying it to your investing.

50:20 - The primary principles Warren Buffett learned from Benjamin Graham and Charlie Munger to best understand human psychology in markets.

55:26 - The roles of overconfidence, overreaction, loss aversion, and mental accounting have on investor psychology.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy The Warren Buffett Portfolio here.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

998集单集

#Real Estate #Trading #Warren Buffett #Valueinvesting #Stockinvesting #Stigbrodersen #Prestonpysh #Investorspodcast #Investingpodcast #Stig Brodersen #Business #Industries #Podcasting Education #Investors Podcast Network