🔍 What You’ll Learn:
✅ How to research investments objectively & systematically 📊
✅ The mental tools to stay focused when markets get tough 🧠
✅ Why European stocks are out of favor – and if it’s justified 🇪🇺
✅ How David built his investing career while working full-time ⏳
✅ The art of position sizing for winners & losers 🎯
✅ Best advice for non-finance professionals looking to pivot into investing 🔄
✅ How to assign probabilities to different investment scenarios 🎲
🔥 Whether you’re an aspiring investor or a seasoned pro, this episode is packed with insights you can apply right away!
📌 Subscribe & hit the 🔔 to stay updated!
Connect with David :)
Twitter - https://x.com/DavidDiranko
Linkedin - https://www.linkedin.com/in/david-diranko/
Contrarian Cashflows Blog - https://contrariancashflows.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps
00:00 Intro
01:40 Data-Driven Investment Process
07:00 Blogging
16:10 Idea Generation
21:14 Mathematician's Approach to Position Sizing
26:56 Thinking in Probabilities
33:20 When to Cut Your Winners
41:00 How To Learn Probabilities
43:50 European Stocks and Macro
48:30 What to Avoid
52:20 Going Full-Time
