Episode 23: Keep it simple, stupid!

Low Rates High Returns

Innhold levert av Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Low Rates High Returns, Pete Wargent, and Stephen Moriarty eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

4y ago 31:52

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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