The Youth Capital Podcast
Today on the show we discuss the 5 steps to making your first investment with our guest Sam Koch!
What are your goals?
How Much Time Are You Willing To Invest?
How Much Money Are You Willing To Invest?
What Type Of Investor Are You?
What Platform Will You Use?
Sam Koch:
Sam is a Senior Equity Analyst at Wilson Asset Management. Wilson Asset Management is the investment manager for eight LICs - WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Alternative Assets (ASX: WMA), WAM Strategic Value (ASX: WAR), WAM Research (ASX: WAX) and WAM Active (ASX: WAA) and invests almost $5 billion on behalf of more than 130,000 retail investors. Sam has more than 6 years’ experience in financial markets, he holds a Bachelor of Business and is a CFA Charterholder.
Wilson Asset Management:
Website: https://wilsonassetmanagement.com.au
Subscribe to regular updates and insights from the Wilson Asset Management investment team:
- https://wilsonassetmanagement.com.au/news-and-insights/#overlay-signup
Find Sam on linkedin:
- https://www.linkedin.com/in/sam-koch-cfa-5660452b/
Listen on Spotify:
- https://open.spotify.com/show/1XLWAvDP7kzAsSjH8pZ0jH?si=21486b701e364bbd
Stay up to date with Youth Capital:
Instagram: @the.youthcapital
Twitter: @YouthCapital_
Linkedin: @Youth Capital
Timestamps:
0:00 - Introduction
00:27 - WAM + Sam Introduction
01:07 - Sams Background
04:30 - 1. What are your goals?
05.50 - 2. How Much Time Are You Willing To Invest?
09:30 - 3. How Much Money Are You Willing To Invest?
12:29 - 4. What Type Of Investor Are You?
18:18 - 5. What platform are you going to use?
21:27 - The Importance Of Doing Your Own Research
22:10 - Hard Investing Lessons Learnt
26:11 - Stock Picking And Assessing Management Teams
28:58 - What To Look For In A Management Team
31:34 - Wilson Asset Management
34:41 - Further Resources
36:50 - Wrap up
37:39 - Outro
Disclaimer: We are not financial advisors, all information on this channel is not financial advice. These videos are solely for educational and entertainment purposes.