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Philoinvestor: Know Thy Edge, Know Thyself

Philoinvestor: Know Thy Edge, Know Thyself

FromValue Hive Podcast


Philoinvestor: Know Thy Edge, Know Thyself

FromValue Hive Podcast

ratings:
Length:
63 minutes
Released:
Jan 12, 2024
Format:
Podcast episode

Description

I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on:

Developing your own investing style
Old vs. New Business Models
Coursera, Udemy, and Duolingo
Disney vs. Netflix
Breaking bad habits
Buying on the highs versus lows

And more!
If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor.
Also, we couldn't do this show without our sponsors!
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠.
Marhelm
Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.

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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
Released:
Jan 12, 2024
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support