Thanks Megan & Lawrence : great content as usual. Plus it has given me a kick up the backside - after 25+ years investing mainly in the u.k, I've finally extended my Stockoedia subscrition to include the USA. The points about intagible value were particularly well made - reminds me of Warren Buffet when assessing the GEICO insurance business - in the 1970s ? Thanks
Hi Geoff, Thank you for the kind comment - really great to hear. We're glad you enjoyed it. And best of luck with your US subscription! Lawrence & Megan
Hi! I recently had the opportunity to attend your presentation and I must say, it was quite insightful and well-structured. Your ability to explain complex concepts in a simple and understandable manner is truly commendable. I have a question that I believe you could provide some clarity on. It pertains to long-term stock investments and portfolio creation. Specifically, I am trying to understand the best approach to building a robust and diversified portfolio. Would it be more beneficial to identify companies that are undervalued, invest in them, and hold these stocks, gradually adding more such companies to my portfolio until I have a collection of 10-20 different stocks? Or would it be more prudent to focus on 1-3 companies, and periodically add positions to these stocks, say every three months? I understand that both strategies have their pros and cons, and the choice might depend on various factors such as risk tolerance, investment goals, market conditions, among others. However, I would greatly appreciate your expert opinion on this matter. Thank you in advance for your time and assistance.
Absolutely brilliant, you are an amazing presenter
27:43 - "...which looks at a company's ability to generate crap" - Freudian slip? Never a truer word spoken I'm sure!🤣. Great presentation by the way.
Brilliant presentation….clear and no waffle.
Thank you so much!
Thanks Megan & Lawrence : great content as usual. Plus it has given me a kick up the backside - after 25+ years investing mainly in the u.k, I've finally extended my Stockoedia subscrition to include the USA. The points about intagible value were particularly well made - reminds me of Warren Buffet when assessing the GEICO insurance business - in the 1970s ? Thanks
Hi Geoff,
Thank you for the kind comment - really great to hear. We're glad you enjoyed it. And best of luck with your US subscription!
Lawrence & Megan
Hi! I recently had the opportunity to attend your presentation and I must say, it was quite insightful and well-structured. Your ability to explain complex concepts in a simple and understandable manner is truly commendable.
I have a question that I believe you could provide some clarity on. It pertains to long-term stock investments and portfolio creation. Specifically, I am trying to understand the best approach to building a robust and diversified portfolio.
Would it be more beneficial to identify companies that are undervalued, invest in them, and hold these stocks, gradually adding more such companies to my portfolio until I have a collection of 10-20 different stocks? Or would it be more prudent to focus on 1-3 companies, and periodically add positions to these stocks, say every three months?
I understand that both strategies have their pros and cons, and the choice might depend on various factors such as risk tolerance, investment goals, market conditions, among others. However, I would greatly appreciate your expert opinion on this matter.
Thank you in advance for your time and assistance.