Applied Portfolio Management - Class 3 - Equity Investment Management |
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All slides are available on my Patreon page: https://www.patreon.com/PatrickBoyleOnFinance
In todays video we learn about equity investment management. We learn about how a portfolio manager builds a portfolio. We learn about the efficient market hypothesis, macroeconomic analysis, the business cycle, and a variety of different investment styles. Some books mentioned in the video are: Reminiscences of a Stock Operator by Edwin Lefèvre. https://amzn.to/2QR0QR9 Security Analysis by Graham and Dodd. https://amzn.to/39avISO Zero to One by Blake Masters & Peter Thiel. https://amzn.to/393fzi0 The Man who beats the S&P by Bill Miller. https://amzn.to/2wvvgB8 One Up On Wall Street by Peter Lynch. https://amzn.to/2WzhdW7 Education of a Speculator by Victor Niederhoffer. https://amzn.to/33B2qeU Buy Patrick's Book Here: https://amzn.to/2J2kF3A Visit our website: www.onfinance.org Follow Patrick on Twitter Here: https://twitter.com/PatrickEBoyle |