Market Talk, Edition 67, January 22nd 2023
thank you, great coverage
Great read Conor. Regarding the "3) How Many Stocks Should You Own?", we would argue that rather than holding over 200 stocks, just buy the index. If you are not into the active investment game you are possibly better off in buying a couple of ETFs and forget about it.
Great article. Really enjoyed some of the honourable/CR Rightups.
Thank you for the extension of the Lindy Effect toi investing (I loved the reference to Buffett, himself a Lindy investor).
If you're interesting in how the Lindy Effect generalizes to other areas, may I suggest https://luca-dellanna.com/Lindy ?
We're glad we just found your Substack! Great information. In particular, thanks for introducing us to Lindsell Train.