There is no silver bullet when it comes to investing. What works well in one economic cycle may not work well in another. That's why it's important to be flexible and adaptable. In this video, we'll share some tips on how to find the investment opportunities in any economic cycle.
On this week’s episode Tom, Dan, and Jacob talk about the quality growth at a reasonable price strategy, it’s application in our world with AI, the menu of investment options today, building easy thing versus building hard things, how generational buying opportunities come around not as often as you think, and why nothing ever gets cheaper.
Subscribe to the Weekend Reads 👉 https://www.fjellcapital.com/weekend-reads?utm_campaign=ep33&utm_medium=social&utm_source=fjellcorporate
Become a client of Fjell Capital 👉 https://www.fjellcapital.com/start-here?utm_campaign=ep33&utm_medium=social&utm_source=fjellcorporate
Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.
Show Notes
Suggestion
https://www.fjellcapital.com/posts/quality-growth-at-a-reasonable-price?utm_campaign=ep33&utm_medium=social&utm_source=fjellcorporate
What Went On
- Google’s Sundar Pichai talks Search, AI, and dancing with Microsoft (https://www.theverge.com/2023/5/12/23720731/google-io-2023-exclusive-sundar-pichai-search-generative-experience-ai-microsoft-bing-chatgpt)
- A menu of investment opportunities (https://www.rbadvisors.com/insights/a-menu-of-investment-opportunities/)
- Easy to build, but hard to sustain (https://www.notboring.co/p/small-applications-growing-protocols)
- There will be no generational buying opportunity every month (https://awealthofcommonsense.com/2023/05/stock-market-tops-bottoms-middles/)
- Does anything get cheaper (https://spilledcoffee.substack.com/p/does-anything-get-cheaper)?
Quote of the Week
“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s been a great increase in the number people doing dumb things, and they do big, dumb things.” - Charlie Munger, 2023
