Another way to look at the S&P 500 index's concentration of stocks driving relative performance. Also shows a tale of two cities at individual stock level.
关于我们
Patiently weighing Mr. Market’s swings between fear and greed to opportunistically compound investment capital through long-term ownership in a focused collection of exceptional businesses. Social Media Policy: https://finchlp.com/socialmedia
- 网站
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finchlp.com
Finch Lane Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 1 人
- 总部
- Bellaire,Texas
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
4909 Bissonnet Street, Suite 214
US,Texas,Bellaire,77401
Finch Lane Partners员工
动态
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???? Think semiconductors are critical technology? Check out the book Chip War: The Fight for the World's Most Critical Technology by Chris Miller from the library of Finch Lane. ???????? ?? New blog post From the Finch Lane Library:? Chip War https://hubs.ly/Q02BXKDp0 #bookrecommendation #ChipWar #techindustry #businessbooks
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Macro Minute https://hubs.ly/Q02B54Kz0
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??New blog post: Macro Minute https://lnkd.in/gZjQa52T about the economy? ??Quoting Warren Buffett: Predicting the future - you end up learning more about the people predicting the future, than you do about the future.??#macro #valueinvesting #qualityinvesting #economy
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?? New blog post! ?? Ever wondered about the difference between value and growth investing? ???? Latest blog post discusses value and growth investing, including the misconceptions of value investing. ?? #TheValueEquation #Investing101 #ValueVsGrowth #FinancialEducation ??????Decoding Value vs Growth Investing https://hubs.ly/Q02zh0Bn0
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?? Exciting news alert! ?? The Value Equation blog is launching soon! https://hubs.ly/Q02zc9xL0 Get ready for discussions on investing, book recommendations, and all things that pique my interest. ???? Stay tuned and cannot wait to connect with you all! #TheValueEquation #Investing #Books #BlogComingSoon ????
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On today's episode of Richer, Wiser, Happier, William Green chats with Christopher Tsai, President & Chief Investment Officer of Tsai Capital. Christopher, who’s beaten the S&P 500 over the last 24 years, explains why Tesla is his biggest position, why investors routinely underestimate the impact of disruptive technologies, why it was so challenging to be the son of America’s first celebrity fund manager, what 3 habits help him most, and what he learned from his famed mentors, Peter Kaufman & Charlie Munger. IN THIS EPISODE, YOU'LL LEARN: ? How Christopher Tsai’s family survived war & oppression in China. ? How his father became America’s first celebrity fund manager. ? What lessons Christopher drew from his father’s successes & failures. ? Why Tesla is Christopher’s biggest investment. ? Why we tend to underestimate the impact of disruptive technologies. ? Why the costliest mistake is to sell great compounders too early. ? How his views on diversification have changed. ? What tailwinds he’s riding with Microsoft, Visa, & Mastercard. ? What 3 habits help him to be focused, peaceful, & productive. ? How he became a money manager at 16. ? What Peter Kaufman taught him about the 7 steps to success. ? Why Christopher won’t invest in China. ? What Charlie Munger taught him. Listen: https://lnkd.in/g-yhdd-z Watch: https://lnkd.in/gPVRbZhx
Betting on Tesla & the Power of Disruptive Technology w/ Christopher Tsai (RWH045)
https://www.youtube.com/