Investing Wisdom Tutorials - Page 3
This series teaches investing as a skill rooted in wisdom, patience, and thoughtful decision-making. Through historical examples, stories of successful investors, and clear explanations, it guides learners of all levels to understand market behavior, avoid common pitfalls, and make better choices without chasing tips or shortcuts. From the foundations of risk, return, and market mechanics, to stocks, bonds, ETFs, and mutual funds, each tutorial combines psychology, principles, and practical strategies to help you build long-term financial clarity and confidence.
Showing 21 to 29 of 29 tutorials (Page 3 of 3)
Managing Cash as an Investment Strategy: Why Holding 'Dry Powder' Creates a Long-Term Advantage
While conventional wisdom says cash is an idle mistake, sophisticated investors see it as a strategic asset called 'dry powder.' This tutorial explains the logic of this approach, showing how cash creates flexibility, reduces panic, and can position you to buy during market dislocations. However, its practical benefits are nuanced: it's best evaluated in terms of risk management and resilience rather than guaranteed outperformance, as overcoming the long-term drag of cash and the immense psychological challenge of deploying it requires deep discipline. It’s a powerful, often misunderstood tool that can be valuable for specific investors, but it is not a universal path to higher returns.
Position Sizing in Investing: The Art of the Portfolio Chef
Position sizing is the quiet discipline that determines whether a good investment idea builds long-term wealth or causes a short-term disaster. This tutorial explores why how much you invest often matters more than what you invest in, how to avoid the catastrophic "bet the farm" mistake, and how simple, personalized rules can protect you from ruin. You will learn to see position sizing not as a restriction on returns, but as the essential framework that allows conviction and compounding to flourish safely. Through practical examples and plain-language reasoning, this lesson shows how to balance confidence with humility in a way that keeps you steadily in the game for decades.
When to Sell a Stock: How to Recognize Fundamental Changes, Avoid Emotional Mistakes, and Protect Long-Term Returns
Knowing when to sell a stock is one of the most difficult and misunderstood parts of investing, especially because emotions often feel louder than facts. This tutorial explains how to distinguish between a truly broken investment thesis and ordinary price volatility, so that decisions are driven by business reality rather than fear or excitement. We will explore opportunity cost and why holding the wrong investment can quietly damage your future returns even if you never realize a loss. You will also learn how regret-driven decisions form, why they are so common, and how to design a calm, logical process that protects you from them. By the end, you will have a practical framework for deciding when selling is wise and when patience is the better choice.
Index Investing Explained: The Quiet Revolution in Financial Stewardship
Index investing is often described as simple, but simple does not mean shallow, careless, or unintelligent. This tutorial explains why passive investing has become the backbone of successful long-term portfolios around the world, supported by decades of academic research and real-world performance data. You will learn why indexing works, which misconceptions deserve to be retired, and in what situations passive strategies consistently outperform active management. By the end, you will see that index investing is not about doing nothing—it is about making one of the most deliberate financial decisions an investor can make.
Value Investing Explained: How to Find Undervalued Stocks and Buy with a Margin of Safety
Value investing is the disciplined practice of buying businesses for less than they are truly worth, not because they are merely cheap, but because they are genuinely undervalued. This tutorial explains how to distinguish a value trap from a true bargain, how to conservatively estimate a business's intrinsic value, and why the "margin of safety" is your essential buffer against error. You will learn why patience is the real currency of this strategy, why it falls in and out of favor in painful cycles, and how to build a practical, step-by-step framework that connects to the core principles of your entire investing journey. By the end, you'll understand that value investing is less about being the smartest analyst and more about being the most patient, disciplined steward of your capital.
Growth Investing Explained: Opportunity, Risk, and How to Think Beyond the Hype
Growth investing focuses on companies that are expanding quickly and promise strong future earnings, but those promises come with unique risks. This tutorial explores how to distinguish powerful growth narratives from real business fundamentals, why growth stocks are extremely sensitive to valuation, and what typically causes growth investing strategies to fail. Through simple explanations and real-world style examples, you will learn how excitement can inflate prices beyond reason, and how disappointment can cause dramatic declines. By the end, you will have a clear framework for evaluating growth opportunities with realism rather than emotion.
Great Companies Can Be Terrible Investments: Why Valuation Matters More Than Business Quality
Many investors assume that buying the best companies automatically leads to great investment results, but history repeatedly shows that this belief can be dangerously misleading. This tutorial explores how outstanding businesses can become poor investments when their stock prices rise far beyond reasonable valuation, using famous historical and modern examples. You will learn the simple math of how overpaying destroys returns, the psychological traps that lead us to confuse great companies with great stocks, and why time alone cannot fix a bad starting price. By the end, you'll have a clear framework for separating business admiration from investment discipline, ensuring you never overpay for excellence again.
Buying the Unloved: A Patient Value Investor’s Guide to Mispriced & Overlooked Stocks
Most investors chase popular stocks and fast-moving trends, yet some of the best long-term opportunities are hidden in plain sight. This tutorial explores how unloved stocks and disregarded sectors become fertile ground for patient investors willing to look where others refuse to look. You will learn how to distinguish a truly mispriced opportunity from a justifiably cheap stock, how behavioral biases create these openings, and why time is your most powerful tool. By the end, you will have a practical, disciplined framework for identifying overlooked companies and turning market indifference into a durable investing edge.
Contrarian Investing Explained: How to Think Independently and Profit from Market Extremes
Contrarian investing is often misunderstood as simply doing the opposite of everyone else, but true independent thinking is far more thoughtful and disciplined. This tutorial explains what contrarian investing really means—buying when fear creates bargains, holding back when euphoria inflates prices, and always grounding decisions in valuation. You will learn how to recognize genuine market extremes using observable signals, why temporary problems are the contrarian's natural habitat, and how to distinguish a mispriced opportunity from a value trap. By the end, you will have a practical framework for turning emotional cycles into durable long-term advantage.