This is Episode 10 in our series on long-term investing. This week we talk about long-term trades, the market, and what to do with profits.
Air Date: April 28, 2022
Chapters
00:00 Brad on trading two long term positions
01:32 Richard on the market and growth stocks
02:23 Jessica on her week and fav long term stocks
05:24 Jessica on changing your portfolio
07:33 Jessica on consumer discretionary stocks
09:24 Jessica on what to do with your portfolio around earnings
11:37 Richard on what to do with your portfolio around earnings
17:05 Brad talks Teledoc and GoodRX
22:28 Richard talks GoodRX
24:56 Richards on which stocks he’s looking at right now
28:34 Richard on Top-Down vs. Bottom-Up Investing
31:37 Richard on the importance of management in a company
34:34 Richards on how many chances he gives a company
37:23 Brad on his week in the market and SoFi
43:59 Brad on Top-Down vs. Bottom-Up Investing
45:52 Brad on earnings reports of companies in his portfolio
47:49 Jessica wrap-up
50:32 Richard wrap-up
53:20 Brad wrap-up
58:37 Wolf wrap-up
1:00:04 Evan wrap-up
Host:
Speaker:
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