Of course it's impossible to read every update on so many different websites/blogs, but checking out some of these every week and then rotating your reading/listening should make you a more balanced and well-informed investor.
A big Thank you🙏 to all those authors.
Overall, this is a golden time (and only improving) for quality online resources for learning Investing (or any other topic for that matter).
All one needs to do is explore, select, filter and then focus.
Good Luck. 👍
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My holdings going into 2⃣0⃣2⃣1⃣ (not recommendations).
No idea how their stocks will perform in 2021, but fairly confident of their strong Business performance in the next few years (well, in most cases) in the normal or social-distancing scenarios.
Before someone comments
This is a mashup of TWO portfolios (hence the higher # of Co's).
Personally, I like a mix of mostly growth Co's with some stable/high quality Co's and few dividend focused Co's.
Just like investing is a highly personal journey (based on our goals, risk tolerance, time horizons, capabilities & strategies), the optimal # holdings in each Portfolio is also very subjective.
1⃣ “We want the business to be (1) one that we can understand, (2) with favorable long-term prospects, (3) operated by honest and competent people, and (4) available at a very attractive price.”
Understand the company, the industry, the team, and the price. Solid points.
2⃣ “We ordinarily make no attempt to buy equities for anticipated favorable stock price behavior in the short term.”
Filter for and buy Co's with a long-term lens. Get used to under and over valuation in the short term (and ignore when not related to Co performance).
When people say "Valuation doesn't matter" is precisely the time we need to be more cautious and know the difference between (Intrinsic) Value & (Mkt) Price.
Excellent Site based on A. Damodaran's "The Little Book of Valuation"👏
✔️Intrinsic versus Relative Value
✔️Time Value of Money and concept of Discounting
✔️Accounting 101
✔️Mechanics of using Intrinsic Value versus Relative Value
Characteristics, Value Drivers & how to Value Co.'s in various stages of their Life Cycle