41 - Science of Hitting Interview: How quality limits investing mistakes, portfolio management, and Microsoft ($MSFT)

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Show Outline: Interview with The Science of Hitting

The full show notes for this episode are available at https://www.diyinvesting.org/Episode41

Part 1: Background and Investing Process

• Investing Background
• Science of Hitting's Investing Process
• Portfolio Management and Position Sizing
• Evaluating Corporate Management
• Capital Allocation
• Advantages and Disadvantages of being a DIY Investor
• Investing Mistakes and how to avoid them
• How to judge your investment success

Part 2: Example Investment - Microsoft (MSFT)

 

Self-written Bio:

 

"I'm a value investor with a long-term focus. My goal is to make a small number of meaningful decisions a year. In the words of Charlie Munger, my preferred approach is "patience followed by pretty aggressive conduct." I run a concentrated portfolio - a handful of equities account for the majority of its value. In the eyes of a businessman, I believe this is sufficient diversification." - Science of Hitting (GuruFocus)