“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time – none, zero.” - Charlie Munger“You’d be amazed at how much Warren reads – at how much I read. My children laugh at me. They think I’m a book with a couple of legs sticking out.” - Charlie Munger
Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Beating The Street by Peter Lynch: Chapter 5Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupDNotes:-Investigative reporter-Notebook of stories-How I plan to use my notebookAfter Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Beating The Street by Peter Lynch: Chapter 4Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupDIn this episode we learn:What Peter Lynch's investing style was.What bloodhound investing is.That Peter Lynch focused on being offensive and not defensive.Peter Lynch’s Bloodhound Style Investing - https://afterdinnerinvestor.com/peter-lynch-bloodhound-style-investing/Peter Lynch Says Stay Offensive When Stockpicking - https://afterdinnerinvestor.com/peter-lynch-says-stay-offensive-when-stockpicking/After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
You're invited to join the ADI newsletter - https://afterdinnerinvestor.substack.com/Beating The Street by Peter Lynch: Chapter 3Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupDIn this episode we learn:Why stocks are better than bonds.How to decide how to allocate between the two.That even Peter Lynch allocateS some of his portfolio to bonds.My key takeaways from this chapter were:I learned that even though bonds make zero theoretical sense, they do make practical sense and great investors do seem to allocate some of their portfolio to bonds.I reflected on why I own bonds and how I use them.Bond allocation decisions are a very personal decision.After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
Beating The Street by Peter Lynch: Chapter 2Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupDIn this episode we learn:The key to making money in stocks is not to get scared out of them.The dumb things investors worried about in 1986.What the Even Bigger Picture is.Peter Lynch associates faith in America with investing like Warren Buffet does.My key takeaways from the preface were:People, including great investors, will always worry about something.If you're truly a long-term investor then it doesn't make sense to worry about short-term problems.I think Warren Buffett's patriotism has helped him achieve great investing results.I will brainwash myself to go from hoping America has a great future to knowing with 100% certainty that America will have a great future and get better and better as time goes on.After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
Beating The Street by Peter Lynch: Chapter 1Read Beating The Street so you can become a better investor - https://amzn.to/2SLNupDIn this episode we learn:Peter Lynch, in retirement, is a nonprofessional, just like us.How 7th graders crushed the market.That the majority of NAIC investment clubs outperformed the S&P 500 in the 1980s.The Rule of 5 when investing in growth companies.My key takeaways from the preface were:Peter Lynch is a nonprofessional stockpicker just like us, that's why I relate to him so well.Remember, investing is a fun hobby. A fun, serious hobby that you can make a lot of money from, how cool is that.Keep investment ideas simple. Be able to explain them to a child and be able to draw them with a crayon.The "individual investor" can be the mutual fund or hedge fund professional with lots of different pressures on them. Or it can be the nonprofessional hobbyist. I think a lot of nonprofessionals are out there beating the market while the professionals struggle to do that.When you invest in growth companies, expect one idea to disappoint you, three to work out okay as expected, and one to be a home run that was better than expected.After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
Beating The Street by Peter Lynch: Preface To The Paperback and IntroductionRead Beating The Street so you can become a better investor - https://amzn.to/2SLNupDIn this episode we learn:Why Peter Lynch is not the Bath Ruth of investing.Why individual investors should not imitate professionals.How much Peter Lynch loves stocks.Fear is in the stomach and not the head.The concept of the 6 month checkup.Thinking in terms of trying to improve your odds.My key takeaways from the preface were:If Peter Lynch grounds out sometimes, so will I. Expect to lose sometimes, accept it, learn, and move on.I'm an individual investor, I'm a free investor. I get to do things my way. Embrace that.Expect to feel the fear of loss in the gut and not the head. Have a strong gut.I need to master this 6 month checkup process he previews. This sounds like a great idea.And we get to learn from Peter Lynch's experience, for the price of one book, what a blessing and a true gift. Make the most of knowledge opportunities like this. Dig in.After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
Beating The Street by Peter Lynch: PrefaceRead Beating The Street so you can become a better investor - https://amzn.to/2SLNupDWelcome to the After Dinner Investor Library where we read books and become better investors. Today's episode covers the preface of Peter Lynch's Beating The Street.At 1:29 I said he walked away at 86, I meant age 46.In this episode we learn:How many stocks Peter Lynch bought.How much he exercised.How many books he read.His options at retirement.My key takeaways from the preface were:Tracking lots of companies is difficult, and that's why it's good to be a focus investor.Always look for opportunity and ideas. Always be learning.Be competitive and pursue beating the market. This competitive drive can give you energy.Fund managers should pick their own stocks.Have the walk away moment in mind before it's too late.After Dinner Investor podcast - https://afterdinnerinvestor.com/podcast/Twitter - https://twitter.com/afterinvestor
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