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#207 Adam Karr: The Investing Blueprint

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Kandungan disediakan oleh Farnam Street. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Farnam Street 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.

Investor Adam Karr reveals his hidden playbook for spotting exceptional CEOs and building extraordinary businesses. Learn his counterintuitive techniques—from the surprising link between writing skills and executive performance to the 10-minute test that unveils a leader's true potential. Packed with battle-tested wisdom, Karr shares the deceptively simple principles that separate great business leaders from the merely good.

Adam Karr is the President and Portfolio Manager at Orbis Investments.

(00:00) Intro

(02:44) Investing Strategies and Market Games

(04:08) Adapting and Evolving Investment Styles

(05:20) The Importance of Obsession and Environment

(06:29) Aligning with Long-Term Investment Goals

(07:11) Identifying and Evaluating Obsessed CEOs

(08:13) The Role of Culture in Investment Decisions

(08:54) Building Long-Term Positions and Overcoming Short-Term Pressures

(12:21) The Blueprint for Success

(15:24) Learning from Role Models and Mentors

(21:25) The Power of Writing and Decision Analytics

(29:11) The Magic in the Last 5% of Investment Research

(35:25) Understanding Roll-Ups: Success Factors and Challenges

(36:01) Applying Knowledge for an Unfair Advantage

(37:42) Learning from Feedback and Case Studies

(40:47) The Importance of Independent Thinking

(43:06) Lessons from Industry Leaders

(49:32) The Will to Practice and Time Management

(56:44) Positioning for Success and Resilience

(01:08:59) Defining Success and Helping Others

Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it’s completely free. Learn more and sign up at https://fs.blog/newsletter/

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Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠https://fs.blog/membership/⁠⁠ and get your own private feed.

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Follow me: ⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.ai/shaneparrish⁠⁠⁠⁠⁠⁠⁠⁠

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Watch on YouTube: https://www.youtube.com/@tkppodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

220 episod

Artwork
iconKongsi
 
Manage episode 449770285 series 2349888
Kandungan disediakan oleh Farnam Street. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Farnam Street 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.

Investor Adam Karr reveals his hidden playbook for spotting exceptional CEOs and building extraordinary businesses. Learn his counterintuitive techniques—from the surprising link between writing skills and executive performance to the 10-minute test that unveils a leader's true potential. Packed with battle-tested wisdom, Karr shares the deceptively simple principles that separate great business leaders from the merely good.

Adam Karr is the President and Portfolio Manager at Orbis Investments.

(00:00) Intro

(02:44) Investing Strategies and Market Games

(04:08) Adapting and Evolving Investment Styles

(05:20) The Importance of Obsession and Environment

(06:29) Aligning with Long-Term Investment Goals

(07:11) Identifying and Evaluating Obsessed CEOs

(08:13) The Role of Culture in Investment Decisions

(08:54) Building Long-Term Positions and Overcoming Short-Term Pressures

(12:21) The Blueprint for Success

(15:24) Learning from Role Models and Mentors

(21:25) The Power of Writing and Decision Analytics

(29:11) The Magic in the Last 5% of Investment Research

(35:25) Understanding Roll-Ups: Success Factors and Challenges

(36:01) Applying Knowledge for an Unfair Advantage

(37:42) Learning from Feedback and Case Studies

(40:47) The Importance of Independent Thinking

(43:06) Lessons from Industry Leaders

(49:32) The Will to Practice and Time Management

(56:44) Positioning for Success and Resilience

(01:08:59) Defining Success and Helping Others

Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it’s completely free. Learn more and sign up at https://fs.blog/newsletter/

--

Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠https://fs.blog/membership/⁠⁠ and get your own private feed.

--

Follow me: ⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.ai/shaneparrish⁠⁠⁠⁠⁠⁠⁠⁠

--

Watch on YouTube: https://www.youtube.com/@tkppodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

220 episod

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