Episode 23: Keep it simple, stupid!

Low Rates High Returns

Low Rates High Returns, Pete Wargent, and Stephen Moriarty에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Low Rates High Returns, Pete Wargent, and Stephen Moriarty 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

4+ y ago 31:52

MP3•에피소드 홈

In this week’s episode we discuss systematic simplicity, and how more moving parts can mean that there are more things to go wrong.Here’s what we cover and discuss:•Why discounted cashflow calculations are difficult•What’s the best way to value a company?•How the great investors can end up with simple systems and variables•Do computers add any value for investors?•Why simple doesn’t mean thoughtless•Some simple models for investing•Calm and circumspect: how systems can reduce emotional reactions•Repeating behavioural investing•Good decades and not-so-good decades•Why are investors drawn to complexity?•Our 8 timeless principles for investingBooks referred to:Ben Graham - Security AnalysisBen Carlson – A Wealth of Common SenseBen Graham – The Intelligent InvestorJames Montier – Value InvestingThanks for listening!Download a free chapter from our book ’Low Rates, High Returns’https://www.lowrateshighreturns.com/podcastPete Wargent:www.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriarty:twitter.com/SGM63

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#Business #Low Rates High Returns #Pete Wargent #Stephen Moriarty