55 min

RL199 — Peter Lynch's Golden Rules for Investing: Smart Strategies Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

    • Investing

In this episode, Roshan and Adrian explore Peter Lynch's 25 golden rules for investing, starting with a discussion on research and speculative investing pitfalls. They delve into Lynch's timeless principles, highlighting the importance of understanding companies and industries, and contrarian strategies. They offer valuable insights for investors of all levels, concluding with a reflection on the correlation between company success and stock performance, emphasizing informed decision-making in the investment world.

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire
#retirewithroshan #retirement #investing

Chapters
00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules
02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work
06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts
11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market
13:44 Behind Every Stock is a Company, Find Out What It's Doing
21:42 Know What You Own and Why You Own It
24:39 Long Shots Almost Always Miss the Mark
25:04 Long Shots and Risk-Reward
26:40 Owning Stocks and Position Sizing
27:22 Diversification and Concentration
28:21 Finding Attractive Companies
29:47 Understanding Company Finances
33:47 Investing in Troubled Industries
44:36 Waiting for Small Companies to Turn Profitable
48:57 Avoiding Hot Stocks and Industries
51:29 Investing in Troubled Industries

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

In this episode, Roshan and Adrian explore Peter Lynch's 25 golden rules for investing, starting with a discussion on research and speculative investing pitfalls. They delve into Lynch's timeless principles, highlighting the importance of understanding companies and industries, and contrarian strategies. They offer valuable insights for investors of all levels, concluding with a reflection on the correlation between company success and stock performance, emphasizing informed decision-making in the investment world.

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire
#retirewithroshan #retirement #investing

Chapters
00:00 Introduction and Excitement about Peter Lynch's 25 Golden Rules
02:01 Investing is Fun and Exciting, but Dangerous if You Don't Do Any Work
06:12 Your Investor's Edge is Not Something You Get from Wall Street Experts
11:13 Ignoring the Herd Can Help Amateur Investors Beat the Market
13:44 Behind Every Stock is a Company, Find Out What It's Doing
21:42 Know What You Own and Why You Own It
24:39 Long Shots Almost Always Miss the Mark
25:04 Long Shots and Risk-Reward
26:40 Owning Stocks and Position Sizing
27:22 Diversification and Concentration
28:21 Finding Attractive Companies
29:47 Understanding Company Finances
33:47 Investing in Troubled Industries
44:36 Waiting for Small Companies to Turn Profitable
48:57 Avoiding Hot Stocks and Industries
51:29 Investing in Troubled Industries

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

55 min