RL157 — The Art of Long-Term Investing, Part 2: Key Business Factors to Consider

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson continue their discussion on the art of long-term investing - part 2. They break down the key features you must consider in a business before investing in it.

[00:00] Introduction

[03:01] Recap of the Art of Long-Term Investing Part 1

[04:57] The Benefits of Reviewing a Company's Business Model

[07:08] Market Share and Room to Grow

[12:07] Why You'd Want to Invest in a Company with a Sustainable Competitive Advantage

[19:39] How to Conduct a Business Model Examination

[23:33] You Must Understand Where the Company is Investing It's Cashflow

[27:00] Assess Management Quality Before Buying Stocks

[33:00] Median Market Capitalization

[34:10] The Big Question: What Could Go Wrong?

[40:03] Have Some Knowledge of the Company You're Investing In

[42:38] Price Evaluation Metrics

[46:20] Valuation Assessments and the Margin of Safety

[52:30] Holding a Stock For At Least 2 Years

[55:55] Question: Why am I Right and Why is the Market Wrong?

[58:23] What Percent to Buy in a Company

[01:02:10] What to Sell to Buy a More Lucrative Stock

[01:09:42] Why Roshan Settled on This Particular Process

[01:11:03] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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