Yield on Cost Podcast American Money Management LLC

The 3 major investing lessons from watching a professional blackjack player lose over $230,000.



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The Intelligent Quality Investor is a great introductory book to the world of investing in high-quality companies. What to look for and how to evaluate them.

These are the 8 key lessons I pulled from the book.



The Intelligent Quality Investor (Amazon Affiliate link)



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How the behavioral bias, the Halo and Horns Effect, can harm our portfolios and what we can do to combat it.



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Cheap DNA sequencing, increased computing power, powerful new gene editing tools, and AI are setting up the third wave of the biotechnology revolution. And it's coming for industrial production. Mckinsey estimates there are around 400 identifiable and scientifically feasible production processes that could be disrupted by biotechnology. This is around $2-4 trillion of economic activity. Thermo Fisher is the biotech picks and shovels company that will benefit from this new wave of innovation.

Full Write-up

https://mailchi.mp/amminvest/the-next-biotech-goldrush-thermo-fisher-scientific

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Why Warren Buffett's quote about swinging at a fat pitch is his most misinterpreted quote, what he really meant when he said it, and how I find my fat pitch zone.



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Why have luxury goods companies like Möet Hennessy Louis Vuitton and Hermes been long-term winning companies and stocks?  They create a barrier to entry to competitors through two methods.

The first is signaling. What do the products mean to you and what do you want their products to signal to the rest of the world.

The second is heritage. These brands have been around for a long time. If you want to tie yourself to these historical events and to have your goods mean something in the future then you want to own these older luxury brands instead of newer trendier brands.

Links

Jean Jacques Guiony on In Good Company with Nicolai Tangen 

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