RL156 — The Art of Long-Term Investing: Tips for Identifying Stocks to Hold Forever

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through tips on researching stocks you can hold for the indefinite future. They break down Roshan's approach for researching, screening, and picking stocks for long-term investments and the amount of time it takes to identify such stocks.

[00:00] Introduction

[02:33] Screening and the First Step to Picking a Stock

[05:26] Why Roshan Screens for Companies With a Billion Dollar Valuation

[09:46] Sorting and Choosing the Type of Screens to Work with

[12:50] Time Spent Versus Time Wasted Researching a Company

[17:28] Getting Too Attached To a Stock

[26:03] Researching Companies with Profitable Growth

[28:00] Figuring Out Where to Spend Most of Your Time

[31:03] Number of Companies to Start with When Researching Where to Invest

[34:27] Rules For Research and Sorting

[38:10] Roshan's Approach Compared to Buffett's Approach

[41:32] Valuation Measures and Deciding Which Companies to Sell

[44:31] Good Investors Learn From Other Good Investors

[47:23] How to Make Efficient Use of Your Time When Investing

[54:30] Reviews and Benefits of Having an Investment Checklist

[58:53] How to Replace a Stock After Finding Something Better

[01:02:12] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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https://www.linkedin.com/in/roshanloungani/

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https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

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