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I liked and listened to the entire interview up until the end where you made the answer to the sell question for exclusive subscribers. I think that tarnished an otherwise very good interview.
Let's ask a simple question. This guy's been on the scene for 2 decades. What's his track record? Why's he even worth listening to and why bother if he doesn't have the results?
Ive listened to this audiobook and my conclusion is Buffett-Munger were very shrewed in raising cheap capital and creating high leverage at cheap prices. Because free leverage is zero risk.
Thanks for letting the expert speak! To many interviewers are more interested in looking smart themselves and talking to much! You look much smarter in treating the guest like a guest and an expert! Thanks!
He mentioned FAANG stocks in one of the other interview. I bought all of the FAANG stocks in 2021. Got lucky but sold out ASML too early. He is very keen on Quality Which I think is the most important factor in investing. Good Luck
Tilman, the work you have done for the Podcast and your broad range episodes are Great for learning.👏👏 Mr. Tsai is honestly the only Fund Manager who taught me to start looking at Tesla differently. And so I did buy some Tesla when it reached a market low recently. This made me realize “I need to be more open to information that has opposition with my opinions.” Thanks a Bunch! You guys are💯!! 👏👏
Great interview, I first stumbled across Dede‘s work some years back over Fintwit after the Global Outperformers Book was released. I like his approach of looking for great growth companies everywhere in the world. He did some work on Poland and even found some interesting stock pick in Finland. I am also seeing his name pop up more and more frequently. It is refreshing to have some quite young Investors doing such great work like Dede with Jenga Investment Partners or the Schober Brothers with their TIP-Investment Partnership.
It's incredibly impressive what a 24-year-old recent graduate has accomplished: publishing a well-researched case study book and managing a fund brimming with unique ideas. One might listen to the interview and initially think he's just another 'quality growth' investor, but the research he has published suggests otherwise. Congratulations, Dede, on all your success so far. If you continue to excel, you might just put a lot of funds out of business haha!
He's incredibly good. He isn't closed minded to stick to UK/USA, but he looks for quality stocks in less covered markets. He covered Poland pretty well and I can assure from point of view of investor from Poland who knows "something" about business here, ge gets it. This makes me pretty comfortable with his view on another markets such as China or India. Dede I am waiting for more of your researches!
Christopher is great but the interviewer is not. He should let his guests speak and not interrupt and tell them what not to talk about. Also, how he built his business is a great topic and not a bore. People who watch this channel want to know the details on how to make it
By YouSum Live 00:00:29 Value investing journey from banking to private equity. 00:01:43 Transition to value investing through cash flow analysis. 00:02:03 Turtle Creek's strong track record emphasizing risk minimization. 00:02:43 Portfolio diversification strategy with a focus on risk management. 00:04:32 Buy and hold intention with flexibility based on price changes. 00:05:55 Emphasis on company operations and adaptability over economic moats. 00:07:07 Success in identifying companies adept at acquisitions for growth. 00:08:16 Concentrated portfolio distribution with top holdings' weightings. 00:09:06 Geographical focus on North America with a mid-cap company preference. 00:12:02 Importance of company culture and history in investment assessment. 00:15:01 Idea generation through conversations with industry analysts and conferences. 00:16:46 Patient approach to company selection and valuation process. 00:20:40 Value defined as present value of cash flows for investment decisions. 00:21:00 Market efficiency perception and expectation of future returns. 00:21:34 Reflective long-term thinking in investing. 00:21:42 Rise of passive investing and market changes. 00:22:02 Utilizing big data and back testing for market analysis. 00:22:18 Defining efficiency as stable share prices. 00:22:40 Opportunity in market overreactions for returns. 00:23:24 Aim to outperform market with de-risked portfolio. 00:23:39 Strategy: owning undervalued quality companies. 00:24:02 Willingness to buy more during stock price drops. 00:24:26 Combining quality companies with market irrationality. By YouSum Live
Every time I hear him speak, I come back thinking he is the true successor to the Buffet way and should be running Berkshire. It’s the same simplicity in thought, valuing patience and complete adherence to principles.
Yes, Petra has funds in which qualified investors (both Korean and international) can invest. Petra has outperformed the Korean benchmark by a wide margin since its inception in 2009. Please direct your inquiries to our company's email in the homepage.
Does Petra Capital have a fund in which general public or qualified investors can invest? What is the performance of this fund (3yr, 5yr, 10yr, since inception annualized)? I could not find this information anywhere.
Can I be honest? He is a good “talker”…not a good investor, look at his track record…look at the numbers, for real. Just because someone can blah blah blah and met Buffett once doesn’t mean he is a good investor…sorry too blunt but it’s fact
Great video! I'm from Omaha so when I stumbled upon your video I thought I'd watch to see what outsiders have to say about Omahaand BRK. You've done good research. Enjoy your time here! My personal opinion about transportation for anyone coming to Omaha is to get a rental car. It may cost you more, but you can't beat the freedom & flexibility to explore that a car provides.
Thank you very much for this wonderful compliment! It means a lot 😊. I totally see your point. It makes sense if you are around longer. But most AGM visitors are just in for a few days and mainly are at Old Market. Public transport is totally fine then. And more $ of that spend stay in Omaha and the community.
at near $70CAD the price seems very stretched. I hold a position but am starting to lighten up. Pricing in so much future M&A. Already sold off 10% of position at $61CAD. Will sell another 20% at $75CAD.
