Podcast
The Sloth Investor
Hosted by Roy Stevens · EN
Musings on how to invest like a sloth & research into companies that have piqued the Sloth Investor's interest. theslothinvestor.substack.com
7episodes
Episodes
Newest firstAll episodes
The Sloth Investor - Episode 7
Jul 15, 202100:42:08Tap to summarizeWelcome to the 7th episode of the Sloth InvestorIn episode 7 of the Sloth Investor podcast, we discuss part 2 of our mini-series on investing anti-models.For those unfamiliar with this term, the inspiration for this two-part episode theme originates from this quote by author Nassim Nicholas Taleb."People focus on role models; it is more effective to find anti-models - people you don't want to resemble when you grow up".In this episode, you'll hear us discuss four more ‘anti-model investors', i.e. investors that you should not seek to emulate.On several occasions during the episode, you'll hear the Sloth Investor quote from 'The Behavioral Investor', by Daniel Crosby, a fantastic mentor text for beginner investors. Here's a link to the book.Other Listening PlatformsSpotifyGoogle podcastsAnchorBreakerPocket CastsRadioPublicJay (my co-host) and I hope you enjoy episode 7.The Sloth Investor Thank you for subscribing. Share this episode.
Transcribe →The Sloth Investor - Episode 6
Jul 5, 202100:35:58Tap to summarizeWelcome to the 6th episode of the Sloth InvestorIn episode 6 of the Sloth Investor podcast, we discuss investing anti-models. During episodes 1-5, we discussed the 5 bedrock principles of the Sloth Investor.However, for the next two weeks, we're taking an altogether different direction by exploring investing 'anti-models'.For those unfamiliar with this term, the inspiration for this two-part episode theme originates from this quote by author Nassim Nicholas Taleb."People focus on role models; it is more effective to find anti-models - people you don't want to resemble when you grow up".In this episode, you'll hear us discuss four ‘anti-model investors', i.e. investors that you would not want to resemble.We'll continue our discussion in part 2, which will form the basis for episode 7.As promised during the episode, here's the link to the Sloth and the Meerkat article that I recently wrote and refer to during the episode.Other Listening PlatformsSpotifyGoogle podcastsAnchorBreakerPocket CastsRadioPublicJay (my co-host) and I hope you enjoy episode 6.The Sloth Investor Thank you for subscribing. Share this episode.
Transcribe →The Sloth Investor - Episode 5
Jun 25, 202100:30:39Tap to summarizeWelcome to the 5th episode of the Sloth InvestorIn episode 5 of the Sloth Investor podcast, my co-host Jay and I talk about the importance of being ‘HEADSTRONG', the 5th bedrock principle of the Sloth Investor.Early on in this episode we make yet another parallel between the world of cinema and investing, with a particularly high number of Quentin Tarantino references.Jay (my co-host) and I are based in South East Asia and this quote from Confucius (also referenced during our discussion) lends itself nicely to the theme of this episode:‘He who conquers himself is the mightiest warrior.'We also explore the role that ‘action bias' can play in compelling some investors to make decisions that are not in their best interest.I hope that you enjoy this episode. Thank you for subscribing. Share this episode.
Transcribe →The Sloth Investor - Episode 4
Jun 18, 202100:39:17Tap to summarizeWelcome to the 4th episode of the Sloth InvestorIn episode 4 of the Sloth Investor podcast, my co-host Jay and I talk about the importance of ‘TIME', the 4th bedrock principle of the Sloth Investor.Early on in this episode, you'll hear my views concerning how the FAANG stocks (and others) have conditioned us to immediate gratification and the potential consequences that this exerts on our ability to invest for the long term.On several occasions during this episode I refer to this quote by Brian Portnoy:"One of the greatest skills in investing is patience, the Stoic ability to do nothing deliberately. In our money lives and well beyond, those who have mastered the art of delayed gratification are more likely to excel."The quote is taken from Portnoy's book ‘The Geometry of Wealth'. Thank you for subscribing. Share this episode.
Transcribe →The Sloth Investor - Episode 3
Jun 11, 202100:53:20Tap to summarizeWelcome to the 3rd episode of the Sloth InvestorIn episode 3 of the Sloth Investor podcast, my co-host Jay and I talk about the importance of ‘OWNING THE WORLD', the 3rd bedrock principle of the Sloth Investor.Section 1: (until 22:00)In the first section of this podcast episode, we discuss what ‘Owning the World' would look like for an ‘ultra-sloth' like investor who wants to:Invest with simplicitySpend about an hour a year on their investmentsEnsure global diversificationObtain part ownership of the great technology stocks of the 21st century such as Apple, Microsoft, Google, etc….Pay low feesWe'll discuss an example of a low-cost ETF that enables British investors to tick off all of the above bullet points.Whether you're a Brit, Canadian, Australian, American, a New Zealander, or from any other nation, Andrew Hallam's book ‘Millionaire Expat' is an essential read. This book will enable you to discover which low-fee, globally diversified index fund you can invest in, given your own unique circumstances.Click here to be taken to it.Section 2: (From 22:00)In the second section of the podcast, we'll discuss a selection of international companies (away from North America) that we find intriguing. In particular, we'll explore companies from Asia and Europe.Moreover, as promised during our discussion this episode, here are the Twitter accounts that we recommend following for several of the stocks that we mention:Sea Limited (SE)James Booth @EMparadigmshiftSlingshot Capital @SlingshotCapTerence Lee @terenceleejxMax Bosenko @MaxTheComradeInmode (INMD)Roy @Invest4decadesOZON (OZON)Max Bosenko @MaxTheComradeWe hope you enjoy episode 3.The Sloth Investor Thank you for subscribing. Share this episode.
Transcribe →The Sloth Investor - Episode 2
Jun 2, 202100:29:47Tap to summarizeWelcome to the 2nd episode of the Sloth InvestorIn episode 2 of the Sloth Investor podcast, my co-host Jay and I talk about the importance of LOW FEES, the 2nd bedrock principle of the Sloth Investor.The Sloth Investor spent many years working in the Middle East, so Mr. Sloth and Jay speak for some time about the predatory (financial) sharks that encircle the Persian Gulf waters.Also, movie buffs may enjoy our multiple cinematic references and how they relate to low fees. It seems that every time Mr. Sloth and Jay get together to discuss investing, connections to the world of cinema invariably begin to arise?We hope you enjoy episode 2. Thank you for subscribing. Share this episode.
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The Sloth Investor - Episode 1
May 26, 202100:32:47Tap to summarizeWelcome to the 1st episode of the Sloth Investor. In episode 1 of the Sloth Investor, you'll learn a little bit more from Mr. Sloth about why he considers himself to be the best animal to characterize successful investing. The Sloth Investor is joined by a friend, colleague, and fellow advocate of sloth investing, Jay Prohaska. Over the course of the next five weeks, Jay and the Sloth will discuss the 5 bedrock principles of the Sloth Investor. This means that we'll kick off our inaugural podcast with a discussion of ‘SIMPLICITY', the 1st bedrock principle of the Sloth Investor. In addition to diving deeper into a specific bedrock principle each week, you can also expect to hear our thoughts on companies that the Sloth Investor has written about. Furthermore, we'll hold discussions concerning topics such as investment books, podcasts, and our favored investing luminaries to ensure that you understand the philosophy that underpins the bedrock principles of the Sloth Investor. We hope you enjoy episode 1.
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