EPISODE · Feb 16, 2023 · 1H 5M
RL156 — The Art of Long-Term Investing: Tips for Identifying Stocks to Hold Forever
from Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson · host Roshan Loungani and Adrian
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through tips on researching stocks you can hold for the indefinite future. They break down Roshan's approach for researching, screening, and picking stocks for long-term investments and the amount of time it takes to identify such stocks. [00:00] Introduction [02:33] Screening and the First Step to Picking a Stock [05:26] Why Roshan Screens for Companies With a Billion Dollar Valuation [09:46] Sorting and Choosing the Type of Screens to Work with [12:50] Time Spent Versus Time Wasted Researching a Company [17:28] Getting Too Attached To a Stock [26:03] Researching Companies with Profitable Growth [28:00] Figuring Out Where to Spend Most of Your Time [31:03] Number of Companies to Start with When Researching Where to Invest [34:27] Rules For Research and Sorting [38:10] Roshan's Approach Compared to Buffett's Approach [41:32] Valuation Measures and Deciding Which Companies to Sell [44:31] Good Investors Learn From Other Good Investors [47:23] How to Make Efficient Use of Your Time When Investing [54:30] Reviews and Benefits of Having an Investment Checklist [58:53] How to Replace a Stock After Finding Something Better [01:02:12] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
What this episode covers
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through tips on researching stocks you can hold for the indefinite future. They break down Roshan's approach for researching, screening, and picking stocks for long-term investments and the amount of time it takes to identify such stocks. [00:00] Introduction [02:33] Screening and the First Step to Picking a Stock [05:26] Why Roshan Screens for Companies With a Billion Dollar Valuation [09:46] Sorting and Choosing the Type of Screens to Work with [12:50] Time Spent Versus Time Wasted Researching a Company [17:28] Getting Too Attached To a Stock [26:03] Researching Companies with Profitable Growth [28:00] Figuring Out Where to Spend Most of Your Time [31:03] Number of Companies to Start with When Researching Where to Invest [34:27] Rules For Research and Sorting [38:10] Roshan's Approach Compared to Buffett's Approach [41:32] Valuation Measures and Deciding Which Companies to Sell [44:31] Good Investors Learn From Other Good Investors [47:23] How to Make Efficient Use of Your Time When Investing [54:30] Reviews and Benefits of Having an Investment Checklist [58:53] How to Replace a Stock After Finding Something Better [01:02:12] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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RL156 — The Art of Long-Term Investing: Tips for Identifying Stocks to Hold Forever
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