The Investor Feed

Explore recent videos and ideas from Chris Dunn, Travis Devitt, Nikki Dunn, and We Talk Money, all in one place.

Portfolio management

In the September 4 show, Nikki Dunn and Travis Devitt weigh resilient stocks against energy costs, inflation and interest-rate uncertainty.

Travis Devitt explains why a well-researched business thesis can fail as a heavily leveraged, short-dated trade.

Nikki Dunn examines the risks hidden by blanket arguments against diversification, from missed winners to poorly timed retirement losses.

Travis Devitt's portfolio review offers a useful way to examine position size, changing evidence and mistakes inside winning trades.