The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Growth Investing Stock Analysis w/ Simon Erickson


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Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more!


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:40 - What does it mean to buy companies not tickers? 

05:58 - What are the first steps when looking for potential investments? 

11:12 - Portfolio allocation for new and young investors, should they go all-in on a position when they’re young?

18:57 - When entering investments, is it better buying straight to allocation percentage or buying in chunks? 

39:17 - When is the right time to sell stocks?

40:35 - How does economic outlooks impact investing?

42:04 - How are today’s market conditions different from those present during the 2000 and 2001 markets?

43:40 - Simon’s recommended books on growth investing.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Related episode - MI040: COVID19 and Growth Investing with Simon Erickson | YouTube video.
  • Recommended Book: The Innovator's Dilemma by Clayton Christensen.
  • Recommended Book: The Little Book of Common Sense Investing by John Bogle.
  • Recommended Book: The Power of Passive Investing by Rick Ferri.
  • Check out the books mentioned in the podcast here.

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        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network

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