In early October this year, I recorded a podcast with Kelvin Seetoh, co-founder of Growth Investing Mastery, an investment education services provider. The podcast is for GIM’s recently-launched podcast series, Growth Investing Secrets. I’ve known Kelvin for a few years and he’s one of the brightest young investors I know. The title of this article is the title that he gave for the podcast.
During our conversation, we covered a lot of ground, including:
- How I became so passionate about investing
- How I developed the confidence to be a stock picker
- What it means to be “active” vs “passive”
- The underappreciated traits of good investors
- How I think about my geographical exposure in my investing activities
- A deep dive into my investment framework
- Why “copying” others is important
- How to think about loss-making companies
- My guiding light for portfolio construction, which is a phrase from David Gardner: “Make your portfolio reflect your best vision for our future.”
- How I think about which industries or sectors to focus on
- How I navigated through the COVID-19 crisis
All credit goes to Kelvin for leading the conversation masterfully! You can check out the podcast here, which was published yesterday. I hope you’ll enjoy the session with Kelvin – I absolutely did!
Disclaimer: The Good Investors is the personal investing blog of two simple guys who are passionate about educating Singaporeans about stock market investing. By using this Site, you specifically agree that none of the information provided constitutes financial, investment, or other professional advice. It is only intended to provide education. Speak with a professional before making important decisions about your money, your professional life, or even your personal life. I may have vested interests in the companies mentioned during the podcast.