PEG ratios work for core and growth investors, but the PEG ratio hurdles needed for investment are lower
than most investors think, so long as the expected rate of return (discount rate) is high.
Writing covered calls is a great way to boost your yield on stocks you already own, and involves a lot less risk
than most investors think.
Not exact matches
There are more
than you
think but I will focus on the ones that matter the
most to you as an
investor.
I spent
most of my career on Wall Street trading floors, and like
most traders and institutional
investors I
think of markets differently
than do
most economists and policymakers.
That's why, ultimately, I can't really blame Jana Partners for pushing for a break - up... Qualcomm's licenses by themselves would be a money gusher, at least for a few years, and while I
think most investors are more long - term oriented
than people
think, I can absolutely understand the temptation — and associated price premium — associated with money in hand now.
[01:10] Introduction [02:45] James welcomes Tony to the podcast [03:35] Tony's leap year birthday [04:15] Unshakeable delivers the specific facts you need to know [04:45] What James learned from Unshakeable [05:25]
Most people panic when the stock market drops [05:45] Getting rid of your fear of investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to invest [08:05] Warren Buffet's advice for investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45] Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom for
Most people panic when the stock market drops [05:45] Getting rid of your fear of investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to invest [08:05] Warren Buffet's advice for
investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different
investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45] Investing in the current world [12:05] What Clinton and Bush
think of the current situation [12:45] The office is far bigger
than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more
than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your
thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The
most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom for
most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with
thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom for you?
Two
investors and one founder have told Re / code that
most companies in the on - demand space are
thinking about whether to reclassify their workers, although some are further along in their research
than others.
In February 2018, Richard brought together more
than 80 of the world's
most respected blockchain developers, entrepreneurs, venture capitalists, and industry
thought leaders, Where they gave 1,500 private
investors the inside scoop on where the blockchain revolution is headed.
For whatever reason,
most investors aren't wired to
think of common stocks like they do office buildings or high - quality furniture, which they understand has utility for more
than one lifetime.
And in fact, the days I feel I've improved the
most as an
investor are usually the days where I am away from my computer screen deep in
thought, reading something useful, or having productive conversations with someone that knows more about a particular business
than I do.
We generally
think that
most investors will do better to stick to a long - term plan and not make such calls, which on balance will hurt more
than they help.
We have pointed out numerous times about how
most successful
investors think like owners of businesses rather
than owners of stocks.
But if you
think you're able to stay invested in this model through thick and thin
than you'd find yourself far ahead of
most investors out there.
Most investors spend their time
thinking about the short term as it's much easier
than contemplating the future.
That
thought itself makes you smarter and more aware
than most investors (a good place to be in).
Throughout the turnaround, Banducci has been at pains to keep
investor expectations in check, but his aggressive push on price and services has worked faster
than most would have
thought.
This is the single biggest reason why I
think that
most investors should invest in index funds rather
than ETFs if they make regular purchases.
Most value
investors, control
investors, distress
investors and venture capital promoters
think, and act, more like TAVF
than like market participants affected vitally by near - term securities price fluctuations.
I
think the hiring of Ibanker is nothing more
than a ploy to placate
investors (
most of who I suspect are vulture
investors like your's truly).
In fact, to put a fine point on it, we
think most investors are more likely to hurt their long - term returns
than help them by trying to time the market in any additional way.
This book has risk positions lasting longer
than most books, and generally, I
think that is right, unless markets have gone to such high levels that intelligent
investors should lighten up.
INVESTOR BONUS — ETFs versus Mutual funds: We now
think that for
most investors exchange - traded funds (ETFs) offer better value with much lower fees
than most mutual funds.
We're guessing the
investor thought the earnings news on Apr 14 would be better
than it was, perhaps due to the reduced price of oil in the
most recent quarter.
Obviously,
most value
investors have timeframes that are much longer
than the average, but I still
think a lot of the language and discussion points I hear are very focused on short - term data points, events, or catalysts that have lots to do with where the stock price might go in the next few months, but little to do with the long - term value of the business.
But if you are, that is, you believe in buying companies with good fundamentals at cheap prices and selling companies (promising or not) that have ridden momentum to the point of overvaluation, you are following in the footsteps of one of the
most insightful and forward -
thinking investors of all time, the «father of modern security analysis,» Benjamin Graham — and by extension, those of Warren Buffett, who claimed of Graham that «[m] ore
than any other man except my father, he influenced by life» (Graham, 2006, p. ix).
Thankfully,
most investors are more patient
than that, but we've heard from many others who seem to
think the Couch Potato strategy is a magic formula.
For the sake of performance and diversification I
think XDV is a much better alternative on cost & performance for
most investors than the capital shares since the MER for XDV is much lower (0.5 %) versus a MER of 0.65 % for DFN plus the annual service fee of 0.50 %.
No one makes this point better
than Howard Marks who writes: «Superior
investors know — and buy — when the price of something is lower
than it should be...
most investors think quality, as opposed to price, is the determinant of whether something's risky.
I
think the reader who emailed you will be * far more * successful
than most value
investors, simply because he is cognizant of the existence of things he doesn't know about.
Yet
most investors, I
think, could profit from a thorough analysis of their sell decisions, perhaps even more
than their «buy» decisions.
But if companies can show that they have adequate control over their financial results such that they forecast future earnings and they honestly come to pass,
investors will
think the place is better managed
than most, and reward it with a higher P / E multiple.
I
think stock investing is far riskier
than most small
investors believe, mainly because
most small
investors have been duped by clever Wall Street marketing.
DALLAS, TX — In case you missed the memo, between Friday 16th and Sunday 18th February, more
than 50 of the
most respected developers, entrepreneurs, venture capitalists, private
investors,
thought leaders, and even regulators are coming together at Dallas to give cryptocurrency enthusiasts and «average Joe»
investors the inside scoop on where the smart crypto plays will be in 2018.
Most investors — and almost all new
investors —
think things cost less to repair
than they actually do.
I am a full time business owner and I initially wanted to buy and hold but I noticed how much flipper make (significantly more
than buy and hold
investors) but I
think it's their full time job (for the
most part) so I wanted to FLIP.
Sooner
than you may
think, in fact, we estimate less
than 5 % of today's remaining finished lots are located in Class A locations and
most of these lots have already been claimed by existing builders or are held by
investors.