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AccentWealth: Invest like a Family Office with James Pan

1:05:28
 
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Manage episode 404234571 series 2615910
Kandungan disediakan oleh Aznaur Midov. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Aznaur Midov atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.

Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel

Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast

TIMESTAMPS

02:05 Absorbing information

03:45 Path to a Family Office

09:15 Defining Value Investing

13:30 Looking for investment ideas

15:30 First thing to see in a stock

19:30 Valuing companies

25:10 Concentrated vs Diversified portfolio

31:10 Meta

34:30 Latest investment – U-Haul

43:35 Management assessment

44:50 NOL as part of the valuation

46:20 Rolls-Royce

49:05 Writing Call Options

55:35 Investing with Dyslexia

59:15 Definition of Happiness

  continue reading

47 episod

Artwork
iconKongsi
 
Manage episode 404234571 series 2615910
Kandungan disediakan oleh Aznaur Midov. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Aznaur Midov atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.

Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel

Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast

TIMESTAMPS

02:05 Absorbing information

03:45 Path to a Family Office

09:15 Defining Value Investing

13:30 Looking for investment ideas

15:30 First thing to see in a stock

19:30 Valuing companies

25:10 Concentrated vs Diversified portfolio

31:10 Meta

34:30 Latest investment – U-Haul

43:35 Management assessment

44:50 NOL as part of the valuation

46:20 Rolls-Royce

49:05 Writing Call Options

55:35 Investing with Dyslexia

59:15 Definition of Happiness

  continue reading

47 episod

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