55 min listen
#26 One Year - Any Wiser?
ratings:
Length:
63 minutes
Released:
Jul 11, 2022
Format:
Podcast episode
Description
In this special episode, we reflect on our lessons from the first year of the podcast. We discuss investment style, how to filter information, and the most dangerous behavioral aspects for investors. Clips from some of our previous guests are included.We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.—————————————Episode Chapters(00:00) General reflections from the first 25 episodes(10:12) Re-reading books and alternative histories(14:26) Investment style, gumbo, and bear markets(27:49) Different ways to gain an edge(32:52) The businessman made the business (38:44) Focus and information filtering (49:49) Lessons from psychology(55:08) Advice on how to read—————————————Books MentionedDear Chairman - Jeff GrammBusiness Adventures - John BrooksThe Model - Richard LawrenceJohn Neff on Investing - John NeffInvesting: The Last Liberal Art - Robert HagstromThe Intelligent Investor - Benjamin GrahamWhy Moats Matter - Heather BrilliantPoor Charlie’s Almanack - Peter KaufmanThe Sleuth Investor - Avner MandelmanThe Man Who Solved the Market - Gregory ZuckermanThe Smartest Guys in the Room - Bethany McLeanQuality First Investing - Björn FahlénDedicated - Pete DavisGetting There - Gillian Zoe SegalAn Investment Thinking Toolbox - Daniel ZhangHow to Read a Book - Mortimer Adler—————————————About the podcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Released:
Jul 11, 2022
Format:
Podcast episode
Titles in the series (58)
#3 Pete Davis: The Case for Commitment by Investing by the Books