Retail Investor preso June 2026

this preso covers 1. the structural changes to the market and what long term valuation based investors should do about it 2. valution based investing is a longer term endeavour, that is correlation between value and share prices usually take a long time, short term no signal 3. what makes a great stock and an average stock 4. then a section on what can go wrong with buying a great business. including it destroys its ROE, inflation, AI risk 5. case studies on COH and CSL 6. Choosing a fund manager 7. differences between Retail invseting as opposed to instituional investing 8. attempting to differentiate skill from risk and luck 9. lastly my largest holdings -no recommendations made i have no idea whther this works i have never uploaded a powerpoint before!!

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