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!

Patience is key. :)

Cakebox is no brainer, thank you fot sharing

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.

Hi, I'm glad to have found you and subscribed your channel. I'm actually invested in Hyundai for a few months. Went pretty good this far. 😊

Great stuff. We need an “update”. Can you get him again?

"What happened in Germany could happen in any country" Yes, currently in Israel. And guy refuses to acknowledge it because of his inherent biases.

Great! Thanks

Loved the gabelli event today, thank you for the invite!

Hi, could you tell us where (what event) this session was recorded? Great talk btw.

Very good interview

Nice work Theron

Did you get your credentials in the mail? I sent my form in ages ago, but have not gotten anything yet.

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.

Chan is great! If you want to invest in Korea, Petra is a great vehicle

Is Petra Capital recommending Youngone Corp or Youngone Holdings?

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.

excellent. i had no interest in korean businesses, but this definitely warrants more research!

Atos has collapsed by 97% LMFAO

This very successful gentleman gets zero engagement and Andy Elliott videos are stuffed with comments. Smh - what a world!

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.

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.

Thank you very much. I will be there for the first rime.

Hi thank you for this great video! Quick question about the tickets - even if my friend and I are not shareholders, once we got the tickets from Ebay, we are all set, correct? There will not be any further verifications during the event that would restrict us non-shareholders from accessing certain spaces in the AGM that are accessible to other normal shareholders?

Hello, I have a question. I am a shareholder of Berkshire Hathaway stock on December 30th of last year. I heard that last year's shareholder meeting gave each person four credentials. How many credentials can one person receive at the door this year? (at CHI center will call) I live in Korea, so I will bring my stock certificate in English. I'd like to bring a few people with me to the shareholder meeting. I look forward to your reply as soon as possible. and thank you for your video.

Thank you!

What a nice lad this Chris Wallace !

When will we get an update of NakedWines?

🤝🤝🤝

Hi. Do u know what contact numbers to call/email if the shareholder has any question abt the AGM?

nice talk.

' I know the world does not need any more investment firms but I need to invest.' Great video.

Hi! Any idea WHEN the eBay ticket will be released? I followed your guide that took me to the eBay page, it only sells the book currently, cannot find ticket yet. Thanks!!

The KGaA plan is very unpopular on the finance market, for good reasons. The shares values of ABO wind is showing the desaster

🙄 "Promosm"

Do you know if tickets are already up? i cant seem to find the forms i used a couple years back yet

What happens to your seating during the lunch break, or if you need to use the restroom? Is it “move your feet, lose your seat,” or do you get an assigned seat once you enter?

Nice interview! Good questions!

👏

Great interview! Adam's book is a gem.

Wow these are good

Yes... Bcos is really slow.... 😂😂😂😂😂😂

Thanks for the Interview, Tilman.

Is naked wine doing okay? new ceo just fired ?

Very informative video. As an investor myself (still learning), I really found this video informative and enjoyable to watch. Thank You!

Thanks for this video @5:19 investing philosophy.

buy rice, sell rice! it's that simple.