#286: PORQUE PERDES DINHEIRO NA BOLSA c/César Borja
🔵 OFFICIAL BITALK STORE 👉 https://loja.bitalk.pt 🛒 🔵 Participate and get exclusive content from Tocha and José Serra firsthand. 👉 https://www.youtube.com/@Bitalkpodcas... In this Bitalk, we talk with César Borja about how to identify quality companies and understand why so many investors fail to build long-term wealth. Why do so many investors fail? 😱🤔 Is there still room to find multibaggers? 🚀⚡ Is Bitcoin different from other cryptocurrencies? ₿🤔 Will AI change the markets? 🤖📈 ETFs or active management? 📊🔥 Does Trump affect the markets? 🇺🇸⚡ Have bots already beaten humans? 🤖💀 This episode's guest is César Borja, founder of Borja on Stocks, a long-term investor and one of the most well-known voices in fundamental analysis in Portugal. For over a decade, he has helped private investors understand listed companies, invest rationally, and build assets through the stock market. He is also president of APAM (Portuguese Association of Minority Shareholders), defending the interests of small investors. In 2015, he founded Borja on Stocks, a platform where he publishes fundamental analysis, manages public portfolios, and advises thousands of investors in Portugal and abroad. César Borja was initially a proponent of technical analysis, but eventually converted completely to fundamental analysis inspired by Peter Lynch. He has analyzed thousands of companies, seeks to identify potential "multibaggers," and maintains a simple philosophy: focus on the fundamentals of companies and continue investing over time. Here are some of the highlights: 00:00 - Intro 00:43 - A company is a living organism 06:26 - Technical Analysis vs. Fundamental Analysis 10:09 - Incentives dictate results 13:14 - Excuses for being short-term traders 15:32 - Is Bitcoin separate from other cryptos? 16:43 - How do you do fundamental analysis? 18:53 - Companies sold for 15x their profits 21:41 - Rich in stocks - César Borja 22:17 - PSI - Portuguese Stock Index 23:43 - Spain has world leaders 26:51 - Does the US stock market dominate everything? 27:55 - Are US stocks driven by the Magnificent Seven? 31:33 - Will OpenAI, SpaceX, and Anthropic kill the stock market? 34:33 - Borja on Stocks 35:13 - Financial advice for influencers 38:03 - Trump is looting the US stock market 39:24 - How does the CMVM view stock market influencers? 40:45 - Is front running prohibited? 41:21 - Personalized vs. generalist financial advice 43:47 - How do you incorporate geopolitics into your analyses? 46:46 - Portfolio diversification 52:14 - How much time per day should you dedicate to investing? 56:54 - Continuing to invest without losing money 1:00:26 - What is needed to start buying stocks? 1:06:38 - Which is the ideal brokerage to start investing with? 1:09:21 - Did trading bots and algorithms kill the human investor? 1:15:05 - What are futures and commodities markets? 1:27:25 - FRYING PAN IA 🍳🤖 Subscribe to our channel to learn all about our episodes: http://youtube.bitalk.pt Listen to us on Spotify: http://spotify.bitalk.pt Listen to us on Apple Podcasts: http://apple.bitalk.pt And follow us on social media: • Instagram: http://instagram.bitalk.pt • TikTok: / bitalk_podcast • LinkedIn: http://linkedin.bitalk.pt • Facebook: http://facebook.bitalk.pt • Website: https://bitalk.pt/ A co-production of BITALK Media Group & GAFFVisuals bitalk.us | gaffvisuals.com

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