Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock.
We have discussed the following:
00:00 Introducing Alex Furmanski of Unison Asset Management
00:30 Playing the long game
01:20 Who shaped Alex as an investor
03:50 Risk factors
05:15 Alex Furmanski’s goals
09:00 How Unison Asset Management differentiates itself
11:40 Getting quality for the right price
13:05 Exceptional quality
14:06 Idea generation
16:00 The research process
17:30 Learning from investment mistakes
19:10 Check out GI Plus
19:45 Deere & Company stock – A case for the company
27:14 The holding horizon for Deere & Company
27:52 The ideal investment thesis
30:05 Portfolio construction
32:15 Is it an anxious strategy to portfolio building?
33:50 Thank you
34:00 Disclaimer
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