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143. Boring Companies & High Dividends: Value Investing 101 (Wealth Builder 4) - Matt Wood

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To learn more about Breakthrough Academy, click here: https://trybta.com/PCEP143

Welcome back to Contractor Evolution and episode 4 of our Wealth Builder series!

So far in this series, we’ve talked about:

  • The investor's mindset 
  • Diversification
  • Staying “lendable” 
  • And real estate investment strategies

It’s time now to turn our attention to the stock market investment and look specifically at a style generally called “Value Investing.”

Owning shares in companies that methodically turn a profit for their shareholders is a fundamentally different approach than looking for the next Apple or Microsoft and betting big.

The thrill of buying shares in a moonshot might be tantalizing, but owning shares of a workhorse enterprise that consistently makes money and distributes it ain’t a bad idea either.

These companies often have their hand in your wallet already. Telecommunications. Banks. Utilities. Manufacturers.

To explain the fundamentals of how this works, we’re excited to have Matt Wood on the show with us today. Matt’s been an investment fund manager for 30 years, including two decades owning an asset management company that managed over $2B in assets in its heyday. 

Matt understands what makes a company, and sometimes an entire industry, an excellent investment, and today, he explains his core principles to us in simple, down-to-earth terms that any business owner can understand. 

Our hope with today’s episode is NOT that you become a professional investor where you manage your portfolio yourself; rather that you know some baseline fundamentals about the concept of Value Investing so that you can have an intelligent conversation about it with a capable advisor by your side. 

 

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Contractor Evolution

Breakthrough Academy presents Contractor Evolution. In this show we unpack the systems, tactics, an 
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