41 - Science of Hitting Interview: How quality limits investing mistakes, portfolio management, and Microsoft ($MSFT)

How to connect with The Science of Hitting: Follow him Twitter: https://twitter.com/TSOH_Investing Read his articles on GuruFocus: GuruFocus - Author: The Science of Hitting RSS Feed Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you'd like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline: Interview with The Science of Hitting The full show notes for this episode are available at https://www.diyinvesting.org/Episode41 Part 1: Background and Investing Process Investing Background Science of Hitting's Investing Process Portfolio Management and Position Sizing Evaluating Corporate Management Capital Allocation Advantages and Disadvantages of being a DIY Investor Investing Mistakes and how to avoid them How to judge your investment success Part 2: Example Investment - Microsoft (MSFT)   Self-written Bio:   "I'm a value investor with a long-term focus. My goal is to make a small number of meaningful decisions a year. In the words of Charlie Munger, my preferred approach is "patience followed by pretty aggressive conduct." I run a concentrated portfolio - a handful of equities account for the majority of its value. In the eyes of a businessman, I believe this is sufficient diversification." - Science of Hitting (GuruFocus)