Hunting for Super Stocks w/ Peter Keefe (RWH034)

Рет қаралды 23,333

8 ай бұрын

William Green chats with Peter Keefe, an outstanding investor who’s trounced the market over three decades. Here, Peter discusses his timeless investing principles, what he looks for in a great business, how he evaluates the quality of management, why he loves Microsoft & Markel, why managing money is a high calling, & what investors can learn from apex predators.
IN THIS EPISODE, YOU’LL LEARN:
- How Peter Keefe taught himself to invest intelligently.
- Why he loathed selling stocks as a broker on commission.
- Why a money manager’s principal motivation should be to serve others.
- How Peter built a dazzling record based on timeless principles.
- Why he views selling great businesses too early as his costliest mistake.
- Why he ignores economic predictions.
- Why he owns a concentrated portfolio of 10-12 stocks.
- How Microsoft & Markel embody what he looks for in a business.
- How he made hundreds of times his money on American Tower.
- How he evaluates the quality of management.
- What investors should learn from apex predators.
- Why humility is an indispensable virtue for investors.
- How Peter measures a successful life.
🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig and the other community members: theinvestorspodcast.com/maste...
🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. billionairesgold.com
💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: www.theinvestorspodcast.com/s...
▶️ RELATED EPISODES:
- How To Succeed In Business, Investing, & Life w/ Tom Gayner: • How To Succeed In Busi...
- Happy, Healthy, Wealthy, & Wise w/ Arnold Van Den Berg: • Happy, Healthy, Wealth...
- The Vigilant Investor’s Guide to Success in Stocks & Life w/ Chris Bloomstran: • The Vigilant Investor’...
🎧 Listen to our episodes here: link.chtbl.com/TIP-RWH
🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/r...
📖 BOOKS MENTIONED:
- How Will You Measure Your Life? by Clayton Christensen: amzn.to/46JrCz9
- Richer, Wiser, Happier by William Green: amzn.to/3EC7aUT
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future - Use our link here for a 14-day free trial: www.sahg6dtr.com/59QC8Z/R74QP/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
ABOUT OUR SHOW 🎙
On Richer, Wiser, Happier, William Green interviews high-profile guests such as Howard Marks, Joel Greenblatt, and Ray Dalio. Exploring what they can teach us about how to succeed in markets and life.
🌍 Website: www.theinvestorspodcast.com/r...
📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! www.theinvestorspodcast.com/s...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
📚OUR FREE INVESTING COURSES/RESOURCES www.theinvestorspodcast.com/t...
📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE www.theinvestorspodcast.com/t...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

Пікірлер: 39

@WeStudyBillionaires 8 ай бұрын

📌 Check out this video next: kzfaq.info/get/bejne/obNojZqUvNqvhmg.html ⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

@bradleyhope3652 8 ай бұрын

Peter’s investment style is close to my own, thanks for finding guys like Peter!

@WeStudyBillionaires 8 ай бұрын

That's amazing! Glad you enjoyed the interview. 🙏

@rowanwood5397 8 ай бұрын

Peter Keefe works for Avenir Corp. The 13fs are interesting.

@Money__Matters007 8 ай бұрын

William Green always brings the best . I had a suggestion William Green should start a series in which he discusses the top 10 lessons from different investing legends he has interacted with I really like the style with which William Green presents things Hoping to hear from you soon Regards

@RicherWiserHappier 8 ай бұрын

Many thanks, @lucky7843. That's a good suggestion. Warm wishes, William

@pareshpatel2642 8 ай бұрын

William , I learn something new and valuable from each and every guest you bring on to your show. Thank you

@WeStudyBillionaires 8 ай бұрын

Glad to hear it!

@WilliamGreenRicherWiserHappier 8 ай бұрын

Thanks a lot, @pareshpatel2642. Warm wishes, William

@alverzenongkhlaw5688 8 ай бұрын

Mr William is an excellent interviewer and a legend..❤ to Mr Willam from India and a tribesman.

@RicherWiserHappier 8 ай бұрын

Thanks a lot, @alverzenongkhlaw5688! That's very kind of you to say. Greetings from New York!

@kevinboutsen 8 ай бұрын

Watched the first 5 minutes and just wanted to pause to say thank you for this amazing content. Such tremendous insights into so many subjects in addition to investing.

@alverzenongkhlaw5688 8 ай бұрын

Me too

@RicherWiserHappier 8 ай бұрын

Thanks so much, @kevinboutsen. Much appreciated. Warm wishes, William

@brianbirnbaum9760 8 ай бұрын

Great interview. Really respect this guy. He sees the arc of one’s lifespan and what drives you forward.

@WilliamGreenRicherWiserHappier 8 ай бұрын

Thanks so much, Brian. Warm wishes, William

@bahuchha574 8 ай бұрын

Another gem of a podcast William. You always out do yourself. such a knowledge of wealth. Thanks you and Peter

@WeStudyBillionaires 8 ай бұрын

Glad you enjoyed it!

@WilliamGreenRicherWiserHappier 8 ай бұрын

Thanks so much, @bahuchha574. I really appreciate it. Warm wishes, William

@1973superdad 8 ай бұрын

Thank you for this, you always do so good with your interviews, the dialog is really entertaining to listen to. Listening to the greats is so inspiring. The world pushes FOMO but the theme with all these great investors is calming, be extremely patient, just find a few great companies and hold for life. I realize its hard to find them but when you only need a small amount, it feels so much more attainable.

@WeStudyBillionaires 8 ай бұрын

Grateful for your support!🙏

@wisemanlionsproductions4653 8 ай бұрын

An absolutely great show.Overflowing nuggets of wisdom.

@WeStudyBillionaires 8 ай бұрын

Glad you found it valuable! 🙏

@WilliamGreenRicherWiserHappier 8 ай бұрын

Many thanks. So glad you found it helpful. Warm wishes, William

@aniyannair4525 8 ай бұрын

Thanks William and thanks Peter, for this enlightening conversation.

@WeStudyBillionaires 8 ай бұрын

Thank you so much for watching!

@WilliamGreenRicherWiserHappier 8 ай бұрын

Many thanks, @aniyannair4525. Warm wishes, William

@stockmarketyolo 8 ай бұрын

Amazing interview

@WilliamGreenRicherWiserHappier 8 ай бұрын

Many thanks! Warm wishes, William

@brianbirnbaum9760 8 ай бұрын

Listening for a second time. Priceless interview. I personally find religion to be beyond my ability to believe. I need scientific evidence. But I don’t care about people get to their moral foundation. A good Christian beats an amoral atheist any day of the week.

@motivational7531 8 ай бұрын

How can we check Peter Keefe portfolio and current holdings?

@WilliamGreenRicherWiserHappier 8 ай бұрын

Look up Avenir Corp. You should be able to find their filings. Good luck!

@jaanliitmae6599 4 ай бұрын

Another really insughtful interview, thank you very musc!

@WeStudyBillionaires 4 ай бұрын

Our pleasure! 😀

@davidbrunsdon3245 8 ай бұрын

Excellent interview. However, Bessembinder's paper does not provide good insights into how to invest. His papers' approach is that you invest in all stocks throughout their total lifespan, the growth, the maturity, and the inevitable decline. Not surprisingly Treasuries win on that comparison. No investor invests on that basis - it's a false comparison. I'm really surprised how widely this misleading paper is referenced.

@blaquiere141 8 ай бұрын

MSFT is only beating the market because of PE multiple expansion... It has a 11 years FCF CAGR of 6.65% (very low)... Not convinced about this video...

@rokyericksonroks 2 ай бұрын

Sounds like most “growth” stocks now says.

@brianbirnbaum9760 8 ай бұрын

I just bought $POOL!

@jimjackson4256 Ай бұрын

13fs are robbery.These guys are thinking all day for and about investments because that is their job and then the govt takes it after 30 days.Imagine if you had a song or an invention that you worked hard on then the govt makes it public domain! I think that is a crime.