The Investing for Beginners Podcast – Your Path to Financial Freedom
Life as a Buy Side Investor with Dan Boston
In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics.
He also discusses the implications of the global realignment on investment strategies, offering insights into how international markets, particularly small-cap stocks, may offer promising opportunities.
Dan offers practical advice for young investors and underscores the value of mentorship and continuous learning.
00:00 Introduction and Guest Welcome
00:52 Dan's Early Interest in Stocks
02:20 A Day in the Life of an Investor
05:16 Career Path and Key Experiences
08:53 Advice for Aspiring Investors
14:41 Investment Strategies and Philosophy
18:28 Identifying Promising Small Companies
24:55 Evaluating Management Teams
25:53 Identifying Companies with Strong Execution Plans
26:11 Case Study: Swedish Online Pharmacy
27:46 Automation and Scale in the Pharmaceutical Industry
29:02 Global Market Trends and Company Strategies
32:24 The Great Global Realignment
37:23 Opportunities in Changing Markets
42:08 Investment Strategies and Diversification
45:20 Advice for Young Investors
48:56 Conclusion and Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Get your summer savings and shop premium wireless plans at MintMobile.com/beginners
More from Dan:
Why international and why now? -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/10523/Why_international_and_why_now/ The Great Global Realignment: International Small Company Fund Q1 update -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/14361/The_Great_Global_Realignment_International_Small_Company_Fund_Q1_update/ Polar Capital LinkedIn: https://www.linkedin.com/company/polar-capital-us/posts/?feedView=all
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): finchat.io/IFB
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to newsletter@einvestingforbeginners.com
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