In this Spotify Exclusive Video Episode of The "One Investment Away," we commemorate our first anniversary with a reflective letter to you, our Partners. We’ll Dive into an in-depth analysis of our portfolio's performance, contrasting our remarkable 162% growth against the S&P 500's gains. Unpack the strategies and insights that led to this success and explore our approach to long-term, absolute return investing.

Top 5 Takeaways:

1. Celebrating a year of remarkable portfolio growth, outperforming the S&P 500.

2. Emphasis on long-term, absolute return investing with a patient and minimalistic approach.

3. Strategic focus on educating investors and sharing comprehensive research.

4. Insightful analysis of our first major investment, Spotify, and its market dynamics.

5. Preparing for sustainable, long-term success with a focus on value and market psychology.

Episode Chapters and Biggest Moments:

1. (00:00:00 ) - Celebrating One Year: Introduction and Portfolio's Launch Anniversary.

2. (00:01:06 ) - Benchmarking Success: Comparison with S&P 500's Performance.

3. (00:02:12 ) - Investment Philosophy: Emphasizing Long-Term Absolute Returns.

4. (00:03:18 ) - Annual and Interim Letters: Commitment to Transparency and Education.

5. (00:04:24 ) - Mission and Public Research: Making Investing Education Accessible.

6. (00:05:30 ) - Investment Orientation: Long-Term Focus and Minimal Action Approach.

7. (00:06:36 ) - Fortuitous Portfolio Launch: Opportune Entry into the Market.

8. (00:07:42 ) - Spotify Investment Decision: Insights into the First Portfolio Addition.

9. (00:08:48 ) - Diversification Strategy: Future Plans for Portfolio Expansion.

10. (00:09:54 ) - Realistic Expectations: Preparing for Modest Future Results.

11. (00:11:00 ) - Compound 26 Goal: Doubling Investments Every Three Years.

12. (00:12:06 ) - The First Investment Anniversary: Reflecting on Spotify's Purchase.

13. (00:13:12 ) - Investment Risks and Responsibilities: Emphasis on Partner Trust.

14. (00:14:18 ) - Deep Dive into Spotify: Analyzing the Investment Decision.

15. (00:15:24 ) - Market Psychology: Understanding Stock Price Fluctuations.

16. (00:16:30 ) - Spotify's Growth Engines: Exploring Underlying Value and Market Perception.

17. (00:17:36 ) - Investment Optimism and Pessimism: Market Confidence in Spotify.

18. (00:18:42 ) - Investment Approach: Capitalizing on Market Pessimism.

19. (00:19:48 ) - Future Growth and Investment Strategy: Planning for Sustainable Success.

20. (00:20:54 ) - Partnership and Investment Mindset: Fostering Long-Term Relationships.

21. (00:22:00 ) - Evaluating Market Opportunities: Investing in Deep Value.

22. (00:23:06 ) - Confidence Index for Spotify: Analyzing Market Sentiment Shifts.

23. (00:24:12 ) - Investment Philosophy Reiterated: Seeking Value in Pessimism.

24. (00:25:18 ) - Market Performance and Expectations: Spotify's Position and Potential.

25. (00:26:24 ) - Spotify's Stock Analysis: Examining Price and Value Dynamics.

Quotable Moment:

"Every $1 invested in the OIA portfolio is now worth $2.62. We're on our way." – Ryan Chudyk

To Request a copy of the OIA Partnership Letter, Please contact Ryan Chudyk at hello@nextlevelinvesting.org

Disclaimer: 

This podcast is for education and entertainment purposes only and does not constitute financial advice.