478: Bank OZK
Investing in a great business can sometimes feel like a personal relationship, and much in the same way as breakups can be incredibly difficult, making the decision to exit a position can cause the same doubt and heartbreak as splitting with a romantic partner. Likewise, the same issues that can arise in interpersonal relationships–keeping secrets, communication breakdowns, divergent goals–can lead to deterioration of trust and change the dynamics of what would otherwise be a long-term investment. It is critical for successful value investors to have the ability to reevaluate positions when new information comes to light, regardless of their prior feelings about a given company. This episode of InvestED finds Phil and Danielle offering a candid analysis of recent developments in Phil’s own investments, and what lessons can be learned when you’re buying into a business with the objective of holding it through the ups and downs that come over the years. Whether you’re seeking a new company to buy or deciding whether an existing investment is staying true to your initial assessment, get your free copy of the Must Have Investing Checklist to avoid unnecessary risk in your portfolio: https://bit.ly/49bSWZ7 Topics Discussed: Paris Olympics Athletic sponsorships Bank OZK concerns Difficulty in reevaluating positions VIX Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(498)

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

In the high-stakes world of investing, mindfulness helps value investors stay focused, patient, and rational. It strengthens resistance to fear and greed, promotes long-term thinking, and sharpens dec...

4 Mars 202551min

496- FROM THE VAULT: What Happened to Horsehead Holding?

496- FROM THE VAULT: What Happened to Horsehead Holding?

Engaging in any form of investment involves some level of uncertainty. While it's natural to feel proud of our achievements, it's equally important to analyze our process when things go wrong. As wit...

22 Jan 202545min

495- FROM THE VAULT: Understanding Free Cash Flow

495- FROM THE VAULT: Understanding Free Cash Flow

Free cash flow is a key metric in value investing. It provides a more reliable view of a company’s financial health than its earnings, which can be influenced by creative accounting. By focusing on fr...

31 Dec 202439min

494- Happy Holidays

494- Happy Holidays

Season’s greetings, value investors! Phil and Danielle check in to reflect on the holiday season and express gratitude for the support of all InvestED listeners throughout the year. As our hosts prep...

25 Dec 20244min

493- Eventing

493- Eventing

So a business you own is undergoing an event that’s made the future less certain—so what’s your next move as a value investor?  Finding the right time to sell can be difficult when the M.O. is to buy ...

21 Dec 202440min

492- Questionable Mastery

492- Questionable Mastery

Your circle of competence is the cornerstone of smart investing. Expanding your knowledge as you grow keeps your skills sharp and your strategy strong. When you focus on what you know best, you gain a...

10 Dec 202430min

491- Google Brainpower

491- Google Brainpower

To novices and outsiders, the practice of investing can appear intimidating and overwhelming.  However, despite the seemingly high barriers to entry and understanding market dynamics, an investor’s IQ...

5 Dec 202447min

490- Talking Terumo part 2

490- Talking Terumo part 2

As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies. A good starting point is using Google...

27 Nov 202439min

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