TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 29 March 2024

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - How Stig’s portfolio has performed over the past 10 years. 06:29 - Why Stig invested with Mohnish Pabrai. 28:32 - How private investments fit into Stig’s portfolio. 33:53 - Stig’s biggest investment mistakes. 40:17 - Why investing in Alibaba was a mistake. 46:21 - Stig’s biggest winners. 58:32 - How his approach has changed over the years. 1:08:46 - Whether TIP will ever launch a fund. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Stig’s blog post on his portfolio and track record since 2014. Learn more about The Berkshire Summit. Track your portfolio with Sharesight. William’s book: Richer, Wiser, Happier. Episode Mentioned: TIP442: Investing in Stocks w/ Mohnish Pabrai | YouTube Video. Episode Mentioned: TIP606: Multi-Bagger First Principles w/ Ian Cassel | YouTube Video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: River Toyota NetSuite CI Financial Fidelity Wise TurboTax Fundrise NDTCO Linkedin Marketing Solutions Vacasa Babbel Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	On today's episode, I sit down with my co-host Stig Broderson to discuss the performance
0:07.5	of Stig's portfolio over the past 10 years and what he's learned from managing his portfolio
0:12.2	over that time period.
0:13.7	Over the past 10 years, Stiggs portfolio compounded at 21.4% per year
0:19.2	versus an 8.9% return for the MSCI All Country World Index.
0:24.3	So I invited him to the show to share what he's learned
0:26.6	and achieving such high returns over that time period.
0:29.7	During this episode, we cover Wise Dig decided
0:32.1	to invest with Monish Pavarite in 2022, how private
0:35.5	investments fit into Stig's overall portfolio, Stig's biggest investment mistakes
0:39.8	and biggest winners, how his investment approach has changed over the years, whether TIP will ever
0:45.5	launch a fund, a quick spoiler alert, the answer is no and we aren't trying to raise money
0:50.5	from this episode and a whole lot more. We're also looking for one or two more
0:54.4	attendees for our Berkshire Summit event where you get to have dinner with myself, William Green, and a number of
0:59.7	podcast guests from We Study Billionaires and the Richer Wieser Happier Show during the Berkshire weekend in Omaha.
1:06.1	You can find out more by clicking the link in the show notes if this is of interest.
1:10.2	With that, I bring you today's episode with Stig Broderson. Celebrating 10 years. million downloads. You are listening to the Investors Podcast Network. Since
1:24.9	2014 we studied the financial markets and read the books that influence self-made
1:29.9	billionaires the most. We keep you informed and prepared for the unexpected.
1:34.4	Now for your hosts, Stick Broderson and Clay Fink. Thank you. I'm your host Clay Fink and today I really couldn't be more excited as I'm joined by my co-host Stig Broderson. Stig,
1:58.0	Stig, welcome to the show.
	...

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