-
Financial Frameworks Podcast 36: Value Investing Hard Task 4 - Passing on A Stock That is Close
- 2024/03/20
- 再生時間: 19 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Financial Frameworks is focused on helping value investors integrate their skills and decision-making styles with solid fundamental financial concepts. This podcast provides a way to determine if an investment is close to meeting a person's criteria for making a solid, possibly exceptional, investment, but must be passed on because, while it is close, something is missing. Dr. Lehan, the author, is mindful of Warren Buffett's and the late Charlie Munger's admonition that "saying no most of the time" is a perquisite for excellent value investing.
The podcast walks through an example, then outlines the steps for listeners to walk through their own "mini-simulation" for applying one Buffett tool and two Philip Fisher tools to a prospective investment to see if it fits or is a near miss.