Episode 23: Keep it simple, stupid!

Low Rates High Returns

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3+ y ago 31:52

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In this week’s episode we discuss systematic simplicity, and how more moving parts can mean that there are more things to go wrong.Here’s what we cover and discuss:•Why discounted cashflow calculations are difficult•What’s the best way to value a company?•How the great investors can end up with simple systems and variables•Do computers add any value for investors?•Why simple doesn’t mean thoughtless•Some simple models for investing•Calm and circumspect: how systems can reduce emotional reactions•Repeating behavioural investing•Good decades and not-so-good decades•Why are investors drawn to complexity?•Our 8 timeless principles for investingBooks referred to:Ben Graham - Security AnalysisBen Carlson – A Wealth of Common SenseBen Graham – The Intelligent InvestorJames Montier – Value InvestingThanks for listening!Download a free chapter from our book ’Low Rates, High Returns’https://www.lowrateshighreturns.com/podcastPete Wargent:www.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriarty:twitter.com/SGM63

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#Business #Low Rates High Returns #Pete Wargent #Stephen Moriarty