Talking Billions with Bogumil Baranowski

Soren Peterson: Beyond the Ticker: Business Ownership Through a 20-Year-Old's Eyes


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Soren Peterson is a 20-year-old investor and co-author (with his sister Maya Peterson) of "The Early Bird: The Power of Investing Young." Soren has been investing since the age of 7 and brings a unique perspective on building wealth through long-term investing from an early age.### Episode Highlights### Early Beginnings (03:47)- Started investing at age 7 when his father gifted him one share of Nintendo- "Invest in what you know" was one of his first investing lessons- Began attending Berkshire Hathaway annual meetings at age 10### Family Influence (05:08)- Father emphasized coding and investing as essential skills- Mother taught financial discipline and savings habits to fund investments### The Power of Ownership (06:08)- Young Soren couldn't believe he could own a piece of a real business- The transformative realization that stocks represent actual business ownership### Challenges for Young Investors Today (08:32)- Student loan burdens creating financial headwinds- Need for better financial education amid technological access to markets### The Magic of Compounding (11:11)- Focus on long-term, value-based investing rather than short-term gains- Research showing how investing summer job earnings can fund retirement- The exponential growth effect that most people underestimate### Signal vs. Noise in Investing (16:49)- The challenge of finding quality information amid overwhelming financial noise- The emotional and psychological aspects of successful investing- How luck and early exposure created opportunities### Seeing Businesses Everywhere (20:43)- How investing changes your perspective on everyday brands and companies- Writing to Lego at age 8 asking why they weren't publicly traded- Viewing businesses through an analytical lens and thinking about competitive advantages### Business Ownership vs. Stock Trading (24:55)- The importance of competitive advantages in high-quality investing### Circle of Competence and Learning (29:15)- The danger of overconfidence in your investing abilities- Learning from friends about products and services you don't personally use- Asking better questions about why people choose certain brands or services### Investing as a Lifelong Pursuit (33:55)- The "coffee can" method of buying high-quality companies and holding them- Looking beyond daily price movements to focus on business fundamentals### The Thesis-Driven Approach (41:11)- Staying focused on your original investment thesis- Not cutting off compounding at the knees when things are working well### Learning from Mentors (51:16)- Learning from both successes and failures—your own and others'### Defining Success (62:20)Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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Talking Billions with Bogumil BaranowskiBy Bogumil Baranowski

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