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RL157 — The Art of Long-Term Investing, Part 2: Key Business Factors to Consider
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Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson continue their discussion on the art of long-term investing - part 2. They break down the key features you must consider in a business before investing in it.
[00:00] Introduction
[03:01] Recap of the Art of Long-Term Investing Part 1
[04:57] The Benefits of Reviewing a Company's Business Model
[07:08] Market Share and Room to Grow
[12:07] Why You'd Want to Invest in a Company with a Sustainable Competitive Advantage
[19:39] How to Conduct a Business Model Examination
[23:33] You Must Understand Where the Company is Investing It's Cashflow
[27:00] Assess Management Quality Before Buying Stocks
[33:00] Median Market Capitalization
[34:10] The Big Question: What Could Go Wrong?
[40:03] Have Some Knowledge of the Company You're Investing In
[42:38] Price Evaluation Metrics
[46:20] Valuation Assessments and the Margin of Safety
[52:30] Holding a Stock For At Least 2 Years
[55:55] Question: Why am I Right and Why is the Market Wrong?
[58:23] What Percent to Buy in a Company
[01:02:10] What to Sell to Buy a More Lucrative Stock
[01:09:42] Why Roshan Settled on This Particular Process
[01:11:03] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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