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#26 One Year - Any Wiser?
Manage episode 334116583 series 3302474
In this special episode, we reflect on our lessons from the first year of the podcast. We discuss investment style, how to filter information, and the most dangerous behavioral aspects for investors. Clips from some of our previous guests are included.
We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.
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Episode Chapters
(00:00) General reflections from the first 25 episodes
(10:12) Re-reading books and alternative histories
(14:26) Investment style, gumbo, and bear markets
(27:49) Different ways to gain an edge
(32:52) The businessman made the business
(38:44) Focus and information filtering
(49:49) Lessons from psychology
(55:08) Advice on how to read
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Books Mentioned
- Dear Chairman - Jeff Gramm
- Business Adventures - John Brooks
- The Model - Richard Lawrence
- John Neff on Investing - John Neff
- Investing: The Last Liberal Art - Robert Hagstrom
- The Intelligent Investor - Benjamin Graham
- Why Moats Matter - Heather Brilliant
- Poor Charlie’s Almanack - Peter Kaufman
- The Sleuth Investor - Avner Mandelman
- The Man Who Solved the Market - Gregory Zuckerman
- The Smartest Guys in the Room - Bethany McLean
- Quality First Investing - Björn Fahlén
- Dedicated - Pete Davis
- Getting There - Gillian Zoe Segal
- An Investment Thinking Toolbox - Daniel Zhang
- How to Read a Book - Mortimer Adler
—————————————
About the podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
—————————————
What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: http://www.investingbythebooks.com/
Follow on Twitter: https://twitter.com/Investbythebook
—————————————
What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.
Visit the website: https://www.redeye.se/
Follow on Twitter: https://twitter.com/Redeye_
—————————————
Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
67 Episoden
Manage episode 334116583 series 3302474
In this special episode, we reflect on our lessons from the first year of the podcast. We discuss investment style, how to filter information, and the most dangerous behavioral aspects for investors. Clips from some of our previous guests are included.
We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on June 17, 2022.
—————————————
Episode Chapters
(00:00) General reflections from the first 25 episodes
(10:12) Re-reading books and alternative histories
(14:26) Investment style, gumbo, and bear markets
(27:49) Different ways to gain an edge
(32:52) The businessman made the business
(38:44) Focus and information filtering
(49:49) Lessons from psychology
(55:08) Advice on how to read
—————————————
Books Mentioned
- Dear Chairman - Jeff Gramm
- Business Adventures - John Brooks
- The Model - Richard Lawrence
- John Neff on Investing - John Neff
- Investing: The Last Liberal Art - Robert Hagstrom
- The Intelligent Investor - Benjamin Graham
- Why Moats Matter - Heather Brilliant
- Poor Charlie’s Almanack - Peter Kaufman
- The Sleuth Investor - Avner Mandelman
- The Man Who Solved the Market - Gregory Zuckerman
- The Smartest Guys in the Room - Bethany McLean
- Quality First Investing - Björn Fahlén
- Dedicated - Pete Davis
- Getting There - Gillian Zoe Segal
- An Investment Thinking Toolbox - Daniel Zhang
- How to Read a Book - Mortimer Adler
—————————————
About the podcast
Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books
—————————————
What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
Visit the website: http://www.investingbythebooks.com/
Follow on Twitter: https://twitter.com/Investbythebook
—————————————
What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.
Visit the website: https://www.redeye.se/
Follow on Twitter: https://twitter.com/Redeye_
—————————————
Disclaimer
Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
67 Episoden
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