Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München

Karteikarten und Zusammenfassungen für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München

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Lerne jetzt mit Karteikarten und Zusammenfassungen für den Kurs Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München.

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Name at least four financial / mental prerequisites for investing

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Name and briefly explain 4 factors that give an individual investor an advantage over professional investors

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

What are the traits of investment opportunities that are (almost) always positive or negative?

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Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Name the two key behaviors defined by the concept of contrarian investing

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

What did Howard Marks refer to when he said "When there's nothing clever to do, the mistake lies in trying to be clever"?

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

What was Ray Dalio's goal when he created the 'All-Weather Portfolio'?

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

What are the key takeaways from the Norwegian government fund for the individual investor?

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Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Explain the concept of passive investing

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Explain ETFs

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Name and briefly explain the four key pillars of value investing

Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Pillars of value investing: Meaning

  • Name and briefly describe the five steps
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Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Pillars of value investing: Moat

  • Name and briefly describe five different moats

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Beispielhafte Karteikarten für Design Your Life F5 Investieren in Unternehmen: Aktien et al. an der TU München auf StudySmarter:

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Name at least four financial / mental prerequisites for investing

  1. Stable place to live
  2. The money is not needed in the next 2-3 years - you can afford to lose it (short-term) and don't need it to pay for anything important
  3. No high interest debt ("bad debt") - anything with an interest above the general market return
  4. Income well exceeds expenses
  5. Emergency fund - 3-6 months worth of living expenses
  6. Stay calm if investment goes down by up to 60%
  7. Accept that you cannot predict the market

___________________________________________________________________________________________

Source: Slides 18, 22

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Name and briefly explain 4 factors that give an individual investor an advantage over professional investors

Size: The more money someone wants to invest, the harder it is to invest in small companies without significantly impacting the share price during the investing process

Agility: Institutional investors spend a lot of time explaining/justifying their decisions towards stakeholders

Risks: Institutional investors cannot afford to have a below-average performance (even short-term). Therefore they tend to play it safe and follow trends

Authority: Institutional investors are dependent on their clients to tell them when to invest and when to sell

___________________________________________________________________________________________

Source: Slide 4

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

What are the traits of investment opportunities that are (almost) always positive or negative?

Positive:

  • Dull business - Easy to understand
  • Recurring revenues - Provide stability
  • Insider buying - Indicate positive outlook

Negative:

  • Conglomerate diversification - Company might lose its focus and drift into mediocrity
  • Single customer - Company could come under intense financial pressure

___________________________________________________________________________________________

Source: Slide 6

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Name the two key behaviors defined by the concept of contrarian investing

  1. Be aggressive when people are depressed - The best time to invest in the stock market is often when markets are declining and most people are selling their stocks 
  2. Be defensive when people are excited - The best time to sell your shares is often when markets have been increasing for a long time and most people are very optimistic and buying lots of shares

___________________________________________________________________________________________

Source: Slides 7-9

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

What did Howard Marks refer to when he said "When there's nothing clever to do, the mistake lies in trying to be clever"?

Most of the time you should be waiting for the market to reach what he calls a “market extreme” (i.e. a market top or bottom). 

If you manage to make even only a few of your investment decisions at these points, your investment record will benefit considerably.

___________________________________________________________________________________________

Source: Slide 8

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

What was Ray Dalio's goal when he created the 'All-Weather Portfolio'?

To achieve a steady return that is higher than the return for cash, regardless of whether the markets are going up or down

___________________________________________________________________

Source: Slide 10

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

What are the key takeaways from the Norwegian government fund for the individual investor?

  1. Invest only excess cash - Don't invest money you need in the short-term
  2. Avoid market timing - Especially for a passive investing strategy, investing consistently beats trying to time the market
  3. Invest long-term in solid companies - Pick solid companies that match your own values and then give it 20+ years to develop
  4. Don't panic during recessions - Stay focused on your long-term investment goal. Especially when the markets are performing poorly
  5. Keep your expectations reasonable - Realize that it takes time for your money to compound and earn you higher returns
  6. Only spend realized profits - Never spend money you didn't earn yet

___________________________________________________________________________________________

Source: Slide 18

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Explain the concept of passive investing

  • Goal: Achieve the general market return. Participating in the market, not trying to beat it
  • No individual stock selection
  • Diversification across the entire market or certain segments/industries

___________________________________________________________________

Source: Slide 23

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Explain ETFs

Exchange Traded Funds (ETFs) are a passively structured investment vehicle

They mimic an index and therefore do not try to beat it or minimise losses.

Their main advantage are the low fees due to the lack of asset managers  

___________________________________________________________________

Source: Slide 23

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Name and briefly explain the four key pillars of value investing

  1. Meaning: Understand the business. It should be simple to understand and offer promising, good long-term returns
  2. Moat: Competitive advantage that is intrinsic & durable
  3. Management with a lot of integrity and talent. Decides how to run the company and how/where to invest capital  
  4. Valuation and Margin of Safety: Determine what the business is worth (intrinsic value) and what you should be paying for it to make a good deal  

___________________________________________________________________________________________

Source: Slide 27

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Pillars of value investing: Meaning

  • Name and briefly describe the five steps
  1. Stick to the companies you know and love. You will enjoy the investing process much more and therefore also understand the company in more detail
  2. Make sure these companies fall within your circle of competence: The areas of business you researched thoroughly and understand in depth)
  3. Understand what the company does by analyzing the annual report:
    1. Different business segments
    2. Revenue breakdown per segment
  4. Understand the industry: Is is growing or shrinking? Who are the top 5 players? Where is the industry headed?
  5. Analyze the financial statements: Income statement, balance sheet, cash flow statement (especially operating cash flow)

___________________________________________________________________________________________

Source: Slide 28

Design Your Life F5 Investieren in Unternehmen: Aktien et al.

Pillars of value investing: Moat

  • Name and briefly describe five different moats
  • Brand moat: Strong reputation, high quality products, brand represents a lifestyle
  • Switching moat: Hard for consumers to switch to a competitor‘s products/services
  • Toll moat: Having to use a product/service to get from A to B – e.g. railroad or toll road
  • Networking Effect: A company’s product or service gets better the more people use it – e.g. Facebook
  • Secrets moat: Something that keeps a company ahead of its competitors, e.g. patents
  • Price moat: Lower prices than competitors (rather weak moat!)
  • Pace of Innovation moat: Innovate much faster than competitors

___________________________________________________________________________________________

Source: Slide 29

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