DiscoverBig Swinging StocksInvest Like A… Senior Investment Analyst: Morningstar's Noah Kaplan on Brutal Opportunity Cost Lessons, Financial Freedom, MOATs, and International Approaches
Invest Like A… Senior Investment Analyst: Morningstar's Noah Kaplan on Brutal Opportunity Cost Lessons, Financial Freedom, MOATs, and International Approaches

Invest Like A… Senior Investment Analyst: Morningstar's Noah Kaplan on Brutal Opportunity Cost Lessons, Financial Freedom, MOATs, and International Approaches

Update: 2023-03-12
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"We can be a part of a system where we can earn money for basically doing nothing. You can be an owner in some of the best companies in the world, just from clicking a few buttons. That's a pretty amazing concept" 


Ever wanted to invest like a professional?


We've tapped Senior Investment Analyst at one of the country's top firms to walk you through it…


… and a little voyeurism into how he spends his money. 


In this episode, Aleks is joined by Morningstar's Noah Kaplan to cover: 



  • Why you can't trust banks for optimal returns

  • Examples of companies with wide MOATs

  • How his personal investment philosophy is informed by his professional one

  • What's he's invested in, and how he constructs his portfolio,

  • And what he'd do differently if he could start all over again.


Follow Noah on LinkedIn here: 
https://www.linkedin.com/in/noah-kaplan-10/ 


Follow Selfwealth on Instagram here:
https://www.instagram.com/selfwealth.com.au/?hl=en


Follow Selfwealth on TikTok for video snippets of the podcast:
https://www.tiktok.com/@selfwealthaus?lang=en 


 


Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.


 

See omnystudio.com/listener for privacy information.

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Invest Like A… Senior Investment Analyst: Morningstar's Noah Kaplan on Brutal Opportunity Cost Lessons, Financial Freedom, MOATs, and International Approaches

Invest Like A… Senior Investment Analyst: Morningstar's Noah Kaplan on Brutal Opportunity Cost Lessons, Financial Freedom, MOATs, and International Approaches

Selfwealth