41 - Science of Hitting Interview: How quality limits investing mistakes, portfolio management, and Microsoft ($MSFT)
The DIY Investing Podcast · Trey Henninger: Private Investor, Portfolio Manager, Business Strategist, and Value Investing Expert
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Show Notes
- Follow him Twitter: https://twitter.com/TSOH_Investing
- Read his articles on GuruFocus:
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You can find out more information by listening to episode 11 of this podcast.
Show Outline: Interview with The Science of HittingThe 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
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)