EM Talk: Why We Invest

Over the past 6 months as more and more Equity Mates have joined us on this journey, we've thought it may be time to do a reset episode. To explain how this podcast started and all that we've learnt over the past two years. Given we're about to tick over to episode #100 - we thought this was the perfect time. In this episode you will learn: • Why Bryce and Alec started Equity Mates • Two key things Alec has learnt over the last 99 episodes. • The major lesson Bryce has taken away from the last two years. • How Alec and Bryce think about investing today • Why they look for companies with moats (long-term competitive advantages) and an ability to reinvest their profits • How thinking for the long-term gives you an advantage over professional investors • Why Seth Klarman's distinction between investing and speculating has been particularly helpful • What the boys think about the choice between picking stocks or taking the market average return

---

Hosted on Acast. See acast.com/privacy for more information.