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#24: Fred Hickey On Trusting In Your Own Research And Experience

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Conteúdo fornecido por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Superinvestors and the Art of Worldly Wisdom and Jesse Felder ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector that gives him extensive familiarity with dozens of individual companies within it along with unique insight into the broader economy. In this episode, Fred discusses what his research routines look like on daily and monthly basis and how his writing discipline has helped him become a better investor. He also tells the story meeting legendary investor Sir John Templeton near the peak of the dotcom mania and what he learned from that poignant experience. In addition, we discuss how he has incorporated a macro approach into his micro-focused investment discipline and why he chooses to spend so much time in Costa Rica these days. For notes and links related to this episode visit TheFelderReport.com.
  continue reading

57 episódios

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Manage episode 216680908 series 1452134
Conteúdo fornecido por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Superinvestors and the Art of Worldly Wisdom and Jesse Felder ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector that gives him extensive familiarity with dozens of individual companies within it along with unique insight into the broader economy. In this episode, Fred discusses what his research routines look like on daily and monthly basis and how his writing discipline has helped him become a better investor. He also tells the story meeting legendary investor Sir John Templeton near the peak of the dotcom mania and what he learned from that poignant experience. In addition, we discuss how he has incorporated a macro approach into his micro-focused investment discipline and why he chooses to spend so much time in Costa Rica these days. For notes and links related to this episode visit TheFelderReport.com.
  continue reading

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