Show notes
A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks and decision-making process is not laser-focused on that objective, you are going to wind up making bad choices. This is vitally important as we watch popular, big-name companies like Tesla and Virgin Galactic valuations go sky high. Is there a legitimate reason for those valuations? We dig into what makes a smart investment strategy on this episode. Outline of This Episode[0:16] What I mean when I talk about “gaining an investment edge”[4:26] How we choose stocks to ft into our portfolio strategies[8:06] Why we are totally open to showing our clients our holdings[10:06] The importance of the management team at a company we’re considering[15:34] Why we shoot for companies with a sustainable growth story[23:42] How we figure out if a company is valued appropriately Resources & People MentionedTesla’s CybertruckVirgin GalacticMicrosoftTeladocApple ComputerConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereConnect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereSend your questions and comments to us at [email protected] to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com