meta_pixel
Tapesearch Logo
Log in
The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Growth Investing Stock Analysis w/ Simon Erickson

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 19 January 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:40 - What does it mean to buy companies not tickers?  05:58 - What are the first steps when looking for potential investments?  11:12 - Portfolio allocation for new and young investors, should they go all-in on a position when they’re young? 18:57 - When entering investments, is it better buying straight to allocation percentage or buying in chunks?  39:17 - When is the right time to sell stocks? 40:35 - How does economic outlooks impact investing? 42:04 - How are today’s market conditions different from those present during the 2000 and 2001 markets? 43:40 - Simon’s recommended books on growth investing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode - MI040: COVID19 and Growth Investing with Simon Erickson | YouTube video. Recommended Book: The Innovator's Dilemma by Clayton Christensen. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Power of Passive Investing by Rick Ferri. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.3

On today's show, we're re-sharing some of the older episodes that are my favorites for a few reasons. One, we get a bunch of new listeners each week, so new listeners may not have heard this episode before. Two, even if you've been listening for a while, you may have missed this episode when it originally came out. Or three, even if you've heard it before, it could be a great episode to learn from again. If you've already heard this episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that. And you can pick up with our new episodes next week. That's all I had for you for this new intro. Everything going forward is going to be from the original episode. I hope you guys enjoy it. On today's show,

0:37.7

I bring back Simon Erickson to review the growth investing strategy and how investors can

0:42.6

get started with growth investing. During this interview, we went into detail about where to

0:48.1

start on finding potential investments, what are the biggest deal breakers in a company, portfolio

0:53.2

allocation, and finding the right

0:55.1

time to sell your stocks? Simon also gave insight in regard to his investing principles,

1:01.0

how they impact his choices, and his recommended resources for anyone who wants to learn

1:05.7

more about growth investing. Now, without further delay, let's get right into this week's episode with fan favorite

1:13.0

and my favorite, Simon Erickson.

1:14.9

You're listening to Millennial Investing by the Investors Podcast Network, where your host,

1:21.1

Robert Leonard, interview successful entrepreneurs, business leaders, and investors to help

1:26.3

educate and inspire the millennial generation.

1:37.4

Hey everyone.

1:38.5

Welcome back to the millennial investing podcast.

1:41.1

As always, I'm your host, Robert Leonard.

1:43.2

And with me today, I bring back one of my personal favorite guest, Simon Erickson. Welcome back to the show, Simon. Robert, you are too kind. I love being a part of your show. Thanks for having me. For those who didn't hear our episode together back on episode 40, tell us a bit about yourself and how you got to where you are today. I've just always been a guy that's been obsessed with innovation, Robert.

2:03.6

I started as a sales rep in my 20s.

2:05.6

It was going around shaking hands and flying across the country trying to sell specialty chemicals.

2:10.6

Whether it was agriculture and organic farming or it was demulsifiers for oil and gas and hydraulic

2:15.1

fracturing, every industry out there wanted to be at the forefront of what was new.

2:19.3

They could charge more money, develop new products for.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.