My investing style has been most heavily influenced by 3 master investors:
Jeff Fischer
Tom Engle
@DavidGFool
Here's what I've learned from each of them:⬇️
Jeff Fischer
Tom Engle
@DavidGFool
Here's what I've learned from each of them:⬇️
Jeff Fischer is a "growth at a reasonable price" investor
He buys high-quality, profitable, high-growth businesses that trade at semi-reasonable valuations
Jeff taught me to be demanding of your stocks and insist they check ALL of your boxes
Ex:
$DOCU
$FB
$PAYC
He buys high-quality, profitable, high-growth businesses that trade at semi-reasonable valuations
Jeff taught me to be demanding of your stocks and insist they check ALL of your boxes
Ex:
$DOCU
$FB
$PAYC
Tom Engle taught me to look for "super stocks"
Those are easy to understand businesses with a long-term "growth hook" that allows them to grow and grow for decades
Tom buys these stocks again and again at better and better valuations over time
Ex:
$CMG
$MNST
$ULTA
Those are easy to understand businesses with a long-term "growth hook" that allows them to grow and grow for decades
Tom buys these stocks again and again at better and better valuations over time
Ex:
$CMG
$MNST
$ULTA
.@DavidGFool taught me to buy earlier, hold longer, add to winners, and swing for the fences
He occasionally strikes out, but ALL of his losses combined are tiny when compared to the gains of just 1 big winner
Ex:
$AMZN 1997
$NFLX 2003
$MELI 2009
$TSLA 2011
He occasionally strikes out, but ALL of his losses combined are tiny when compared to the gains of just 1 big winner
Ex:
$AMZN 1997
$NFLX 2003
$MELI 2009
$TSLA 2011
My investing strategy combines all of these styles
My portfolio is roughly
40% Jeff Fisher-style stocks
40% Tom Engle-style stocks
20% David Gardner-style stocks
This mix gives me market-beating potential while assuming as little risk as possible
My portfolio is roughly
40% Jeff Fisher-style stocks
40% Tom Engle-style stocks
20% David Gardner-style stocks
This mix gives me market-beating potential while assuming as little risk as possible
There are TONS of other masters investors that I've learned from over the years
Chuck Akre
Warren Buffett
Peter Lynch
@Market
Charlie Munger
@JimPGillies
Philip Fisher
@TMFOtter
@TMFStoffel
Tim Beyers
@timhanso
@TomGardnerFool
William O'Neil
To name just a few
Chuck Akre
Warren Buffett
Peter Lynch
@Market
Charlie Munger
@JimPGillies
Philip Fisher
@TMFOtter
@TMFStoffel
Tim Beyers
@timhanso
@TomGardnerFool
William O'Neil
To name just a few
My best advice is to:
1⃣Figure out what kind of investor you are
2⃣Find a great investor who matches your style
3⃣Learn from them!
1⃣Figure out what kind of investor you are
2⃣Find a great investor who matches your style
3⃣Learn from them!
• • •
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