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160. Finding Long-Term Value With Short-Term Tools
Manage episode 492236890 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades.
00:15 The Origin of Today's Topic
00:53 Balancing Short-Term Information with Long-Term Goals
02:17 John's Suggestion and Our Approach
04:44 Identifying Long-Term Value Drivers
05:03 Secular Tailwinds and Industry Analysis
06:44 Challenges in Renewable Energy and EVs
11:18 Competitive Advantages in Investing
13:55 Economic Moats and Market Disruptions
23:23 Resilience to Economic Conditions
28:03 Healthcare Technology and Long-Term Trends
31:50 Discussing Intuitive Surgical's Long-Term Growth
36:06 Amazon's Strategic Spending and Long-Term Vision
39:00 Meta's Year of Efficiency and Market Recovery
40:03 Evaluating Enphase and CrowdStrike's Market Position
52:56 Investment Strategies and Portfolio Examples
Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM
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Join our Patreon
Subscribe to our portfolio on Savvy Trader
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Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted
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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
******************************************
204 episodes
Share
Manage episode 492236890 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades.
00:15 The Origin of Today's Topic
00:53 Balancing Short-Term Information with Long-Term Goals
02:17 John's Suggestion and Our Approach
04:44 Identifying Long-Term Value Drivers
05:03 Secular Tailwinds and Industry Analysis
06:44 Challenges in Renewable Energy and EVs
11:18 Competitive Advantages in Investing
13:55 Economic Moats and Market Disruptions
23:23 Resilience to Economic Conditions
28:03 Healthcare Technology and Long-Term Trends
31:50 Discussing Intuitive Surgical's Long-Term Growth
36:06 Amazon's Strategic Spending and Long-Term Vision
39:00 Meta's Year of Efficiency and Market Recovery
40:03 Evaluating Enphase and CrowdStrike's Market Position
52:56 Investment Strategies and Portfolio Examples
Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
******************************************
To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted
******************************************
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
******************************************
204 episodes
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Similar to Investing Unscripted
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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