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Animal Spirits Podcast

Talk Your Book: Conviction in Growth Investing

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 30 December 2024

⏱️ 29 minutes

🧾️ Download transcript

Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Charly Travers, Portfolio Manager at Motley Fool Asset Management to discuss how the Motley 100 Index is constructed, growth vs value investing, how Motley analysts approach stock picking, thoughts on S&P top 10 market cap turnover, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ For more information on Motley Fool Asset Management, visit https://fooletfs.com/charly-on-animal-spirits   A prospectus and complete list of fund holdings can be found on The Motley Fool 100 Index ETF (TMFC) fund page here: https://fooletfs.com/our-funds/tmfc Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Today's Animal Spirits Talk Your Book is brought to you by Motley Fool Asset Management.

0:03.7

Go to foolethefs.com to learn more about the Motley Fool 100 index ETF, that's ticker TMFC.

0:11.0

Again, that's Fooletefs.com to learn more.

0:16.2

Welcome to Animal Spirits, a show about markets, life, and investing.

0:20.4

Join Michael Batnik and Ben Carlson as they talk about what show about markets, life, and investing. Join Michael Batnik and

0:21.6

Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed

0:26.5

by Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth

0:31.1

management. This podcast is for informational purposes only and should not be relied upon for

0:35.8

any investment decisions.

0:41.8

Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast.

0:45.8

Welcome to Animal Spirits with Michael and Ben.

0:48.1

On today's show, we talk with Charlie Travers, a portfolio manager at the Motley Fool Asset

0:52.9

Management that I heard one of the Gardner brothers years ago talking on a with Charlie Travers, a portfolio manager at the Motley Fool Asset Management.

0:59.0

But I heard one of the Gardner brothers years ago talking on a podcast.

1:01.7

Maybe it was Patrick's. I can't remember.

1:11.9

And one of the things that stood out to me or stuck with me was their ability to think long term. And I guess it didn't stick because I don't have the ability to think long term.

1:16.0

And I guess it didn't stick because I don't have the ability to stick with stocks for the long run.

1:18.4

I mean, index stocks for the long run, but not individual names.

1:21.9

And do you think that you could like learn how to do that?

1:24.7

I feel like that's something that you're probably born with.

1:30.0

I can't imagine my personality just buying and holding winners and letting them run and just being like, yeah, what?

1:32.6

The stock's down 40% but I still believe in it for the long term.

...

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