Winning investments with global exposure

The topics, stocks and shares mentions / discussed include: Winning investments with global exposure Goodwin / GDWN Belimo Holding Peel Hunt / PEEL Gattaca / GATC Invesco Asia Dragon Trust / IAD Amazon / AMZN Nvidia /NVDA AstraZeneca / AZN Apple / AAPL Microsoft / MSFT Atalaya Mining / ATYM The psychology of selling Long-term investing Menphys Charity Fundraise by TwinPetesInvesting https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL Just Giving Menphys Charity Fundraising page PLEASE DONATE WHAT YOU CAN Investing & more. #SHARESCOPE SPECIAL OFFER discount code https://www.sharescope.co.uk/landing.jsp : TwinPetes Monthly offer: “£29 A MONTH (FOR FIRST 12 MONTHS)” - normal price £36 Annual offer: “£309 (FOR FIRST YEAR)” – normal price £393 Products on offer: ShareScope only. Available to new subscribers or returning subscribers who haven’t subscribed in last 12 months. 30-day money-back guarantee for monthly and annual subscriptions for new subscribers only After first year of subscription both monthly and annuals revert to non-discounted rate. ShareScope Pro offer: 2nd month free (monthly) / 13th month free (annual) for ShareScope Pro. Henry Viola-Heir’s blog https://theethicalentrepreneur.com/ Harriman House https://harriman-house.com/ support the TwinPetesInvesting Challenge Powder Monkey Brewing Co https://powdermonkeybrewing.com/collections/all-products 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 https://www.justgiving.com/page/peter-higgins-1736161867791?utm_medium=FR&utm_source=CL You can find our audio Twin Petes Investing #podcasts on numerous platforms (PLEASE also search for Conkers' Corner) including these: AUDIOBOOM https://audioboom.com/channels/4937399-conkers-corner AMAZON Music https://music.amazon.co.uk/podcasts/d4e7c169-5c01-4a3c-9b0a-e6d3e1fd8aa8/conkers'-corner APPLE iTUNES https://podcasts.apple.com/gb/podcast/conkers-corner/id1384481834 SPOTIFY https://open.spotify.com/show/2G8k3SUL72PyvO2xfSuz5j .......... 0:00 INTRO 0:24 WINNING GLOBLAL COMPANIES AT ALL-TIME HIGHS 03:32 OPENAI / CHATGPT DEALS 08:10 CENTRAL BANKS 09:10 INDICES AT RECORD HIGHS 10:09 THE PSYCHOLOGY OF SELLING 12:48 ANCHORING /REASONS TO SELL 16:20 CHASING WINNERS / VALUATIONS 24:20 INVESTING THESIS 26:10 LOSS AVERSION 28:10 FORCED SELLERS 31:00 GLOBAL INVESTING PERSPECTIVE 35:35 PORTFOLIO SUCCESS 36:50 MARGIN OF SAFETY 38:40 DRAWDOWNS 42:31 GOODWIN 50:22 BELIMO HOLDING 57:09 PEEL HUNT 1:05:00 GATTACA 1:09:00 INVESCO DRAGON ASIA TRUST 1:15:42 CLOSING SUMMARY & THANKS 1:17:54 OUTRO ..........