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Hi Michael,
I listened to your podcast recently about value and decided to email you.
I read a few of your books years ago, but recently started thinking about trend following and trading again. I always used to think if you own a quality name like Nike or Oracle you could buy a bunch and never look again until retirement. Maybe even pass them on to your kids and grandkids. Your podcast definitely woke me up to the reality that happens with individual stocks. If we give up and just ‘buy the index’ we get paltry returns. My estimate is that the index tends to about keep up with the M2 money supply. So inflation.
I know you have several books but I don’t know where to start. What are some good ‘how to’ ideas for someone like me?
I know psychology is a big component so I recently purchased and read a few books from Van Tharp. They were very beneficial.
Do you have kickstart course for someone like me?
Best,
Sean
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