Welcome to another episode of the Investing for Beginners podcast! In this engaging discussion, we welcome back Daniel and Shawn from the Intrinsic Value Podcast to dive deep into investment strategies.
We explore how they source investment ideas, their approaches to understanding company value, and the importance of brand and consumer insights. With a focus on practicality, they share how they navigate competitive advantages, manage risk, and approach valuations.
00:00 Introduction and Guest Welcome
00:30 Sourcing Investment Ideas
01:21 Evaluating Companies and Inflection Points
02:09 Personal Investment Strategies
06:04 Community Insights and Bias
07:46 Writing and Research Process
16:56 Circle of Competence and Risk Management
34:35 Understanding Supply and Demand in Tech Investments
35:40 The Importance of Brand Value Over Technology
41:46 Valuation in the Investment Process
49:04 Evaluating Competitive Advantages and Moats
57:06 Insights on Global Market Differences
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Learn more from Daniel and Shawn:
Intrinsic Value Podcast website/newsletter
Intrinsic Value Podcast Spotify
Intrinsic Value Podcast YouTube
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Have questions? Send them to newsletter@einvestingforbeginners.com
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