Lead-Lag Live

From PE Teacher to Successful Investor: The Inspiring Journey of Nick O'Gorman


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Ever wonder how a physical education teacher could turn into a successful investor? Join us as we navigate the exciting journey of Nick O'Gorman, a Yonkers native who jumped into the world of dividend investing after the tragic loss of his father. Nick's story is a testament to the power of self-education and determination, as he shares his invaluable insights into the art of dividend investing and how it led him to financial success.

In a world where the market's waves could be nerve-wracking, Nick shares his unique approach to selecting impeccable American companies for investment, focusing on five key metrics. He takes us through his frugal lifestyle that so deeply integrates into his investment strategies, showing that being austere isn't a punishment but a stepping stone to financial freedom. His experience during the COVID crisis was his first real test as an investor, and you'll be amazed to hear what he learned from it.

Our conversation doesn't stop there. Nick offers a closer look at his investment portfolio, highlighting the importance of a balanced portfolio diversified across stocks, real estate, and business. His journey reveals that investing is more than number-crunching, it's about the diligence in learning, researching, and understanding the ins and outs of a complex world. As we wrap up, Nick shares his passion for teaching others and his views on the current state of financial education. So, buckle up and prepare to be inspired by Nick's journey from a PE teacher to a savvy investor.

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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