Investing by the Books

#1 Sean Iddings: The Ultimate Competitive Advantage


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Sean Iddings has built a strong pattern recognition from studying many of the world’s most successful companies and leaders. In our premiere episode, Sean shares his experience of investing’s holy grail - buying and holding a 100 bagger stock. We also talk about how to be an intelligent fanatic, dealing with biases, and why insider ownership might be overvalued.

For the full notes with links to mentioned content, go to the episode page.

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Chapters

  • (00:19) Intro with Eddie and Niklas
  • (03:23) Sean’s new business - becoming an intelligent fanatic
  • (09:54) Heading to the Woodshedd
  • (13:02) Finding the most fanatic teams
  • (19:00) Leaders: Character > Ownership
  • (25:09) Buying and holding a 100 bagger stock
  • (43:36) Dealing with major drawdowns and biases
  • (51:28) Finding your style and niche
  • (1:01:59) The extraordinary ability to adapt
  • (1:06:53) Intelligent fanatics of today
  • (1:12:14) Sean’s book recommendations

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Follow Sean Iddings on:

The Woodshedd

Twitter

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

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