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98 - Value Stock Geek Interview: Wonderful Companies at Wonderful Prices
Episode 98

98 - Value Stock Geek Interview: Wonderful Companies at Wonderful Prices

The DIY Investing Podcast

October 25, 20201h 2m

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Show Notes

How to connect with Value Stock Geek Mental Models discussed in this podcast:
  • Margin of Safety
  • Quality Investing
  • Diversification vs Concentration
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Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode98

Transforming your investing process
  • Margin of Safety Still Matters
  • Why Quality is Essential for a concentrated portfolio
  • How COVID-19 impacted your investing strategy
  • General Dynamics Stock $GD
  • Price Still Matters
  • How to buy Wonderful Companies at Wonderful Prices
Summary:

In my third interview with Value Stock Geek, we discuss his effort to transform his investing process in light of COVID-19 and recognition of past mistakes. His new goal is to buy wonderful companies at wonderful prices. No compromises.