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Practical Lessons from Chris Davis | Holding Winners, Munger's Inversion and What Makes a Good Board

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned investor. We break down Chris's insights on behavioral finance, the power of inversion in decision-making, the challenges of holding winning positions, and the pitfalls of blindly imitating successful strategies. We discuss Chris's unique perspective on sector concentration and risk, his thoughts on the longevity of today's tech giants, and the importance of viewing stocks as businesses rather than just trading vehicles. We also explore Chris's experiences as a board member and what makes an effective corporate board. 00:00:00 - Introduction 00:01:51 - Lesson 1: The importance of behavioral finance 00:07:00 - Lesson 2: Munger's idea of inversion 00:13:59 - Lesson 3: The challenge of holding winning positions 00:21:50 - Lesson 4: The pitfalls of imitating successful strategies 00:29:09 - Lesson 5: Rethinking sector concentration and risk 00:37:56 - Lesson 6: The longevity of today's tech giants 00:47:20 - Lesson 7: Viewing stocks as businesses, not trading vehicles 00:52:58 - Lesson 8: What makes an effective corporate board SEE LATEST EPISODES ⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠https://www.valideacapital.com⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠  / cultishcreative⁠⁠⁠   LinkedIn: ⁠⁠⁠  / matt-zeigler-a58a0a60   FOLLOW JACK Twitter: ⁠⁠⁠  / practicalquant⁠⁠⁠   LinkedIn: ⁠⁠⁠  / jack-forehand-8015094⁠⁠⁠