Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
You can buy them in the morning and it's a bet on where a stock or an index or a sector will close that day.
That is not investing.
That is being in an alley, rolling dice with a bunch of other guys.
And the house makes money, but
The investors don't.
I wouldn't even call them investors.
That's speculation.
Writing things down is a good way to evaluate where you are and see yourself evolve over time as an investor.
I think when most people do that, they get to the point where they realize the most success is
is picking high-quality companies, good management, solid balance sheets, defensible moats to competition, not perfect, but defensible enough, and sticking in it through long periods of time.
And one, I'm going to go back to patience here for a second.
Some of my best investments have taken a long time to play out.
And I can list a few right off the bat.
Citigroup, I'm currently in.
Cisco Systems is another one, where for long periods of time, they just lay fallow.
And they were so cheap, you were scratching your head.
Am I wrong about this?
You go back to your investment thesis, which you've written down, and you realize, no, it's just the market getting it wrong.
And then when it hits, it more than makes up for all that time that you had to wait.
But you have to be patient.
Showing 421–440 of 650 · page 22 of 33
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