A three-stock Charlie Munger portfolio – Shaurya Gupta (Gupta Partnership)
Shaurya Gupta on three companies Charlie Munger admired: TSMC’s old fabs, Amazon as Costco’s digital heir, and Alphabet. Full talk transcript.
Americas
Interviews with fund managers based in North and South America.
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Alex Furmanski (Unison): Why do you like Deere stock?
Alex Furmanski, Unison Asset Management “I would say that our biggest advantage is our time horizon, and that really stems from having the right investor…
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Ryan O’Connor (Crossroads Capital): What does the Switch 2 do to Nintendo stock?
Ryan O’Connor, Crossroads Capital “That’s the thing I love about Nintendo, it’s dirt cheap on the kind of core-based business, and there are all of…
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Alex Morris (TSOH Investing): What to learn from Buffett & Munger Unscripted?
Alex Morris, TSOH Investing “You’d better really love the source material and what you’re working on, and be ready to put in a lot of…
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Lucy Chou (Luna Partners): Why do you like Mercado Libre?
Lucy Chou, Luna Partners “MercadoLibre is a great example of a shooter, right? You have this amazing TAM growing very, very rapidly […] And then…
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Jackson Zhu (Square Street Capital): Why do you like DoorDash?
Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case.
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Pieter Slegers: How did you grow Compounding Quality?
Pieter Slegers shares the impressive growth story of his well-known brand Compounding Quality with us in this in-depth interview.
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Will Kim (Apsis Capital): Why do you like Nvidia & Airbnb?
Will Kim of Apsis Capital Management joined us for an interesting discussion. Will is investing in trends via the stock market.
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Chris Waller (Plural Investing): Why do you like TerraVest stock?
Chris Waller of Plural Investing joined us to talk about his long-term investing approach and his TerraVest investment case in detail.
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Matthew Brown: Why a research management system?
Matthew Brown of Kalakau Avenue has built a great notion tool for investors. It can be very helpful to structure your research.
