How to BEAT the Market | Joel Tillinghast & Uncovering the Art of Outperformance (TIP529)
发布时间 2023-02-27 23:45:00 来源
摘要
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Clay reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
Joel is an incredible long-term investor as he has consistently outperformed the market and currently manages around $70 billion at Fidelity. Peter Lynch, who hired Joel at Fidelity, has described Joel as “one of the greatest, most successful stock pickers of all time.”
▶️ RELATED EPISODES:
- 4 Wide Moat Stocks for 2023: https://youtu.be/qplGxmus2fM
- Big Money w/ Fidelity Superstar Joel Tillinghast: https://youtu.be/bsdqCfVSj9c
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:58 - Big Money Thinks Small
00:05:28 - South Sea Bubble
00:06:18 - Investment vs Speculation
00:09:00 - Four Point Checklist
00:12:15 - Circle of Competence
00:12:49 - Gold & Bitcoin
00:19:35 - International Investing
00:21:23 - Cyclical Businesses
00:25:10 - Stock Valuation Checklist
00:26:20 - United Healthcare Case Study
00:27:44 - Bogle vs Buffett
00:29:05 - Chris Mayer
00:29:43 - Brown and Brown Insurance
00:37:27 - Constellation Software
00:38:04 - Francois Rochon Clip
00:43:42 - Constellation Software Cont.
🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/joel-tillinghast-uncovering-the-art-of-outperformance/
📖 BOOK MENTIONED:
- Big Money Thinks Small by Joel Tillinghast: https://amzn.to/3YP2h3f
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- The risks investing in Chinese equities: https://www.theinvestorspodcast.com/newsletter/the-risk-in-owning-chinese-equities/
- Chris Mayer’s blog post on Constellation Software: https://www.woodlockhousefamilycapital.com/post/100x-almost-there
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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