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Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#24: Fred Hickey On Trusting In Your Own Research And Experience

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Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector that gives him extensive familiarity with dozens of individual companies within it along with unique insight into the broader economy. In this episode, Fred discusses what his research routines look like on daily and monthly basis and how his writing discipline has helped him become a better investor. He also tells the story meeting legendary investor Sir John Templeton near the peak of the dotcom mania and what he learned from that poignant experience. In addition, we discuss how he has incorporated a macro approach into his micro-focused investment discipline and why he chooses to spend so much time in Costa Rica these days. For notes and links related to this episode visit TheFelderReport.com.
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57 episodios

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Manage episode 216680908 series 1452134
Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector that gives him extensive familiarity with dozens of individual companies within it along with unique insight into the broader economy. In this episode, Fred discusses what his research routines look like on daily and monthly basis and how his writing discipline has helped him become a better investor. He also tells the story meeting legendary investor Sir John Templeton near the peak of the dotcom mania and what he learned from that poignant experience. In addition, we discuss how he has incorporated a macro approach into his micro-focused investment discipline and why he chooses to spend so much time in Costa Rica these days. For notes and links related to this episode visit TheFelderReport.com.
  continue reading

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