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57 - Technical Analysis for Value Investors with David Keller

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

Release Date: 01/05/2020

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57 - Technical Analysis for Value Investors with David Keller show art 57 - Technical Analysis for Value Investors with David Keller

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Technical analysis quantifies investor behavior. Value investors can leverage charts to improve their investing process. Behavioral Finance is also critical to reducing investing mistakes.

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Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode57

Part 1: Applied Technical Analysis for Fundamental Investors

  • Technical analysis quantifies investor behavior
  • Charts can help you filter investment ideas after they have passed a fundamental analysis process. "What are the best 5 ideas TODAY."
  • Value Investors would most benefit from using:
    • Leading indicators: Demark Indicators anticipate reversals
    • Lagging indicator: RSI (Relative Strength Index) measures price momentum

Part 2: Behavioral Finance and Mental Models

  • Key Behavioral Biases / Mental Models that investors struggle with:
    • Confirmation Bias - Give greater weight to evidence that agrees with you
    • Narrative Bias - We love stories
    • Endowment Effect - Falling in love with your stocks
  • Investor Habits that lead to Success:
    • Keep an investment journal (Why are you buying?)
    • After each investment: Write a post-mortem analysis
    • Find a tribe. Who will hold you accountable and help you grow?